Position in O
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$7,525
+$592 QoQ
Shares Held
123
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 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 Mar 31, 2026Financial Gravity Asset Management, Inc. holds $7,525 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
|
123 | $7,525 |
All Filings in O
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,525 | 123 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,933 | 123 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,489 | 189 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $7,135 | 123 | Shares | Sole | 2025-04-30 | |
| 2024-03-31 | $4,328 | 80 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $4,708 | 82 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $22,264 | 446 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $3,587 | 60 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,989 | 63 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,996 | 63 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $57,375 | 986 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $88,179 | 1,292 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $4,781 | 69 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $259 | 4 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $266 | 4 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $634 | 10 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $808 | 13 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $6,182 | 124 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||