Position in O
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$18,588
-$33,415 QoQ
Shares Held
300
-64.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,311
of 1,452 holders
Holding Since
Sep 2020
13 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, 2026Independence Bank of Kentucky holds $21,942 across 2 REIT - Retail names. O ranks #1 (84.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
300 | $18,588 | |
| 2 | SPG |
Simon Property Group Inc.
|
15 | $3,354 |
All Filings in O
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,588 | 300 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $52,003 | 850 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $50,056 | 888 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $51,671 | 850 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $48,968 | 850 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $49,308 | 850 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $45,398 | 850 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $34,881 | 550 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $6,602 | 125 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $187,186 | 3,460 | Shares | Sole | 2024-04-16 | |
| 2022-06-30 | $21,024 | 308 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $21,344 | 308 | Shares | Sole | 2022-04-14 | |
| 2020-09-30 | $2,126 | 35 | Shares | Sole | 2020-10-05 | |
| No filing history on record for this holder in this stock. | ||||||