Position in O
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,514,928
+$42,780 QoQ
Shares Held
56,729
-0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#386
of 1,452 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $5,214,113 across 24 REIT - Retail names. O ranks #1 (67.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
56,729 | $3,514,928 | |
| 2 | SPG |
Simon Property Group Inc.
|
3,512 | $785,458 | |
| 3 | NNN |
Nnn REIT, Inc.
|
5,583 | $259,776 | |
| 4 | FRT |
Federal Realty Investment Trust
|
1,516 | $187,135 | |
| 5 | IVT |
InvenTrust Properties Corp.
|
4,587 | $162,379 | |
| 6 | SKT |
Tanger Inc.
|
1,628 | $64,257 | |
| 7 | KIM |
Kimco Realty Corp
|
1,738 | $44,058 | |
| 8 | ADC |
Agree Realty Corp
|
393 | $29,765 |
All Filings in O
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,514,928 | 56,729 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,472,148 | 56,753 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,187,723 | 56,550 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,120,837 | 51,338 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $3,012,945 | 52,299 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $593,674 | 10,234 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $425,944 | 7,975 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $389,271 | 6,138 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $364,827 | 6,907 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $404,776 | 7,482 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $438,516 | 7,637 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $747,951 | 14,977 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,027,012 | 17,177 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $937,199 | 14,801 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $895 | 20,746 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,298,558 | 22,312 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,449,501 | 21,235 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $1,400,691 | 20,212 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $1,432,157 | 20,005 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,371,463 | 21,145 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,374,843 | 20,600 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,261,363 | 19,864 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,490,835 | 23,980 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,474,099 | 24,265 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,551,758 | 26,080 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,400,070 | 28,080 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||