Position in O
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$204,715
-$6,195 QoQ
Shares Held
3,304
-9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,135
of 1,449 holders
Holding Since
Mar 2020
9 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, 2026Cooper Financial Group holds $1,729,463 across 2 REIT - Retail names. O ranks #2 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PECO |
Phillips Edison & Company, Inc.
|
36,635 | $1,524,748 | |
| 2 | O |
Realty Income Corp
This page
|
3,304 | $204,715 |
All Filings in O
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,715 | 3,304 | Shares | Sole | 2026-07-08 | |
| 2025-06-30 | $210,910 | 3,661 | Shares | Sole | 2025-07-18 | |
| 2021-09-30 | $216,567 | 3,339 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $222,844 | 3,339 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $223,138 | 3,514 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $599,691 | 9,646 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $248,224 | 4,086 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $243,116 | 4,086 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $203,728 | 4,086 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||