Position in O
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,851
+$124 QoQ
Shares Held
159
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,345
of 1,449 holders
Holding Since
Dec 2020
20 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, 2026IFS Advisors, LLC holds $29,586 across 2 REIT - Retail names. O ranks #2 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SKT |
Tanger Inc.
|
500 | $19,735 | |
| 2 | O |
Realty Income Corp
This page
|
159 | $9,851 |
All Filings in O
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,851 | 159 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,727 | 159 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $8,962 | 159 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $9,665 | 159 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $9,159 | 159 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $9,223 | 159 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $8,492 | 159 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $10,083 | 159 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $8,398 | 159 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $8,601 | 159 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $9,129 | 159 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $7,940 | 159 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $9,506 | 159 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $10,067 | 159 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $10,085 | 159 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $9,253 | 159 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $10,853 | 159 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $11,018 | 159 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $11,382 | 159 | Shares | Sole | 2022-02-16 | |
| 2020-12-31 | $9,885 | 159 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||