Position in O
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$206,946
New position
Shares Held
3,340
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,129
of 1,449 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Facet Wealth, Inc. holds $513,570 across 2 REIT - Retail names. O ranks #2 (40.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,371 | $306,624 | |
| 2 | O |
Realty Income Corp
This page
|
3,340 | $206,946 |
All Filings in O
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,946 | 3,340 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||