Position in O
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,242,490
+$3,189,386 QoQ
Shares Held
52,332
+5929.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#403
of 1,452 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026IFG Advisory, LLC holds $4,373,755 across 11 REIT - Retail names. O ranks #1 (74.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
52,332 | $3,242,490 | |
| 2 | BRX |
Brixmor Property Group Inc.
|
16,081 | $507,033 | |
| 3 | SPG |
Simon Property Group Inc.
|
1,800 | $402,570 | |
| 4 | IVT |
InvenTrust Properties Corp.
|
2,638 | $93,385 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
1,010 | $42,036 | |
| 6 | SKT |
Tanger Inc.
|
750 | $29,602 | |
| 7 | REG |
Regency Centers Corp
|
283 | $22,566 | |
| 8 | KRG |
Kite Realty Group Trust
|
706 | $20,036 |
All Filings in O
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,242,490 | 52,332 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $53,104 | 868 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,555,812 | 27,600 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,752,454 | 28,828 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,639,753 | 28,463 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,494,743 | 25,767 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,172,990 | 21,962 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,299,158 | 20,485 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $959,950 | 18,174 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $838,982 | 15,508 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $920,844 | 16,037 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $969,934 | 19,422 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,145,157 | 19,153 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,264,057 | 19,963 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,000,671 | 15,776 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $898,782 | 15,443 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,144,856 | 16,772 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $818,017 | 11,804 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $544,227 | 7,602 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $398,694 | 6,147 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $377,014 | 5,649 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $323,214 | 5,090 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $270,377 | 4,349 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $211,288 | 3,478 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $201,169 | 3,381 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $293,725 | 5,891 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||