Position in O
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$746,370
+$27,628 QoQ
Shares Held
12,046
+2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#728
of 1,452 holders
Holding Since
Mar 2021
21 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, 2026Keystone Financial Group holds $746,370 across 1 REIT - Retail name. O ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
12,046 | $746,370 |
All Filings in O
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $746,370 | 12,046 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $718,742 | 11,748 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $527,623 | 9,360 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $604,982 | 9,952 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $571,145 | 9,914 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $507,239 | 8,744 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $454,412 | 8,508 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $576,424 | 9,089 | Shares | Sole | 2025-02-19 | |
| 2024-06-30 | $483,936 | 9,162 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $442,375 | 8,177 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $336,021 | 5,852 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $284,608 | 5,699 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $313,718 | 5,247 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $348,865 | 5,500 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $322,835 | 5,547 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $372,904 | 5,463 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $378,378 | 5,460 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $354,943 | 4,958 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $321,381 | 4,955 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $319,884 | 4,793 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $304,228 | 4,791 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||