Jackson, Grant Investment Advisers, Inc.
Position in O — Realty Income Corp
CIK 1650300
STAMFORD, CT
Position in O
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$16,729
+$456 QoQ
Shares Held
270
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,317
of 1,452 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Jackson, Grant Investment Advisers, Inc. holds $73,418 across 4 REIT - Retail names. O ranks #3 (22.8% of the industry book) .
All Filings in O
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,729 | 270 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $16,273 | 266 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $15,952 | 283 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $18,054 | 297 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $17,052 | 296 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $16,996 | 293 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $15,649 | 293 | Shares | Sole | 2025-01-27 | |
| 2024-03-31 | $1,460 | 27 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,550 | 27 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,348 | 27 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,614 | 27 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,709 | 27 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||