Position in O
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,735,224
+$3,843 QoQ
Shares Held
44,145
-1.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#437
of 1,452 holders
Holding Since
Jun 2020
25 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, 2026HBW ADVISORY SERVICES LLC holds $2,735,224 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
|
44,145 | $2,735,224 |
All Filings in O
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,735,224 | 44,145 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,731,381 | 44,645 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,608,690 | 46,278 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,971,962 | 48,889 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,718,385 | 47,186 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $2,423,947 | 41,785 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,587,549 | 67,170 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $4,148,492 | 65,413 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $4,327,648 | 81,932 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $3,979,163 | 73,552 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,223,355 | 73,552 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $3,515,326 | 70,391 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,133,222 | 69,129 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $4,287,397 | 67,710 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $4,575,713 | 72,138 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $4,135,401 | 71,055 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $4,771,647 | 69,904 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,382,464 | 34,379 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,968,489 | 69,402 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $4,229,972 | 65,217 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $4,267,819 | 63,947 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,398,521 | 37,772 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $3,358,172 | 54,016 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $1,162,937 | 19,143 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $1,997,056 | 33,564 | Shares | Sole | 2020-07-08 | |
| No filing history on record for this holder in this stock. | ||||||