Position in O
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,997,225
-$281,153 QoQ
Shares Held
64,513
-7.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
#357
of 1,452 holders
Holding Since
Mar 2020
26 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, 2026Baugh & Associates, LLC holds $3,997,225 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
|
64,513 | $3,997,225 |
All Filings in O
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,997,225 | 64,513 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $4,278,378 | 69,931 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,969,068 | 70,411 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,353,354 | 71,613 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,221,545 | 73,278 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $4,512,191 | 77,783 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,201,497 | 78,665 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $4,990,456 | 78,689 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $4,094,078 | 77,510 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,413,910 | 81,588 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $4,740,824 | 82,564 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,187,918 | 83,859 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,480,136 | 58,206 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,626,399 | 57,271 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $3,714,714 | 58,564 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $3,411,451 | 58,616 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $4,003,858 | 58,656 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $4,102,975 | 59,206 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $4,257,528 | 59,471 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $3,859,232 | 59,501 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $3,978,769 | 59,616 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $3,824,033 | 60,221 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $3,107,005 | 49,976 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $3,113,803 | 51,256 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $3,049,729 | 51,256 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $2,555,626 | 51,256 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||