Position in O
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,568,840
+$179,555 QoQ
Shares Held
89,878
+2.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#307
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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $5,775,045 across 2 REIT - Retail names. O ranks #1 (96.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
89,878 | $5,568,840 | |
| 2 | SPG |
Simon Property Group Inc.
|
922 | $206,205 |
All Filings in O
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,568,840 | 89,878 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,389,285 | 88,089 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,741,618 | 84,116 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,991,466 | 82,110 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,577,056 | 79,449 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,536,207 | 78,197 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,039,024 | 75,623 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,764,173 | 75,121 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,209,237 | 60,758 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,564,409 | 28,917 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,545,574 | 26,917 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,216,438 | 24,358 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,996,806 | 33,397 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,095,512 | 33,094 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $1,171,361 | 18,467 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $930,443 | 15,987 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,099,463 | 16,107 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,185,723 | 17,110 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,198,774 | 16,745 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $264,563 | 4,079 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $240,731 | 3,607 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $259,397 | 4,085 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $270,314 | 4,348 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $294,759 | 4,852 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $322,370 | 5,418 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $328,378 | 6,586 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||