Position in O
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$269,278
+$3,818 QoQ
Shares Held
4,346
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,033
of 1,449 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Jacobsen Capital Management holds $269,278 across 1 REIT - Retail name. O ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
4,346 | $269,278 |
All Filings in O
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,278 | 4,346 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $265,460 | 4,339 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $244,307 | 4,334 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $268,813 | 4,422 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $251,179 | 4,360 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $250,719 | 4,322 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $216,417 | 4,052 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $257,612 | 4,062 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $214,290 | 4,057 | Shares | Sole | 2024-07-23 | |
| 2023-12-31 | $206,482 | 3,596 | Shares | Sole | 2024-01-24 | |
| 2023-06-30 | $213,868 | 3,577 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||