Position in O
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$214,009
-$53,041 QoQ
Shares Held
3,454
-20.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,112
of 1,449 holders
Holding Since
Jun 2024
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, 2026Lantz Financial LLC holds $490,780 across 2 REIT - Retail names. O ranks #2 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
|
10,918 | $276,771 | |
| 2 | O |
Realty Income Corp
This page
|
3,454 | $214,009 |
All Filings in O
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,009 | 3,454 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $267,050 | 4,365 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $327,002 | 5,801 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $330,819 | 5,442 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $293,753 | 5,099 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $261,161 | 4,502 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $222,986 | 4,175 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $283,170 | 4,465 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $234,256 | 4,435 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||