Position in O
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$30,112
-$3,169 QoQ
Shares Held
486
-10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,282
of 1,452 holders
Holding Since
Mar 2021
12 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, 2026HOEY INVESTMENTS, INC holds $225,805 across 2 REIT - Retail names. O ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
875 | $195,693 | |
| 2 | O |
Realty Income Corp
This page
|
486 | $30,112 |
All Filings in O
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,112 | 486 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $33,281 | 544 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $30,665 | 544 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $33,069 | 544 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $31,339 | 544 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $31,557 | 544 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $29,055 | 544 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $34,500 | 544 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $28,734 | 544 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $4,421 | 77 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,845 | 77 | Shares | Sole | 2024-04-22 | |
| 2021-03-31 | $5,905 | 93 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||