Global Retirement Partners, LLC
PensionPosition in O — Realty Income Corp
CIK 1749744
San Rafael, CA
Position in O
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,048,555
-$165,098 QoQ
Shares Held
49,202
-13.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#417
of 1,452 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $7,375,273 across 23 REIT - Retail names. O ranks #1 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
49,202 | $3,048,555 | |
| 2 | SPG |
Simon Property Group Inc.
|
8,728 | $1,952,017 | |
| 3 | FRT |
Federal Realty Investment Trust
|
6,122 | $755,699 | |
| 4 | KIM |
Kimco Realty Corp
|
17,086 | $433,130 | |
| 5 | ADC |
Agree Realty Corp
|
3,572 | $270,543 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
5,015 | $158,122 | |
| 7 | IVT |
InvenTrust Properties Corp.
|
3,639 | $128,820 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
2,815 | $117,160 |
All Filings in O
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,048,555 | 49,202 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $3,213,653 | 57,010 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,009,712 | 49,510 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,859,241 | 49,631 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $2,242,685 | 41,990 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,312,032 | 20,688 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $933,170 | 17,667 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $905,742 | 16,742 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $835,173 | 14,545 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $737,064 | 14,759 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $914,069 | 15,288 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $958,474 | 15,137 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $877,617 | 13,836 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $720,632 | 12,382 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $889,905 | 13,037 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $917,947 | 13,246 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $551,504 | 8,503 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $575,698 | 8,626 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $549,846 | 8,659 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $549,644 | 8,841 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $514,977 | 8,477 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $490,755 | 8,248 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $374,000 | 7,501 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||