Foundations Investment Advisors, LLC
EndowmentPosition in O — Realty Income Corp
CIK 1743404
PHOENIX, AZ
Position in O
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,196,791
+$71,582 QoQ
Shares Held
35,455
+2.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#487
of 1,459 holders
Holding Since
Dec 2022
14 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, 2026Foundations Investment Advisors, LLC holds $6,959,816 across 4 REIT - Retail names. O ranks #2 (31.6% of the industry book) .
All Filings in O
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,196,791 | 35,455 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,125,209 | 34,737 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,781,799 | 31,609 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,284,431 | 21,129 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $646,960 | 11,230 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $539,899 | 9,307 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $442,021 | 8,276 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $565,706 | 8,920 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $376,870 | 7,135 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $292,497 | 5,094 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $495,055 | 9,913 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $479,276 | 8,016 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $399,865 | 6,315 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $284,737 | 4,489 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||