Position in O
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,170,988
+$237,040 QoQ
Shares Held
51,178
+6.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#409
of 1,457 holders
Holding Since
Mar 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, 2026Symphony Financial, Ltd. Co. holds $3,377,864 across 2 REIT - Retail names. O ranks #1 (93.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
51,178 | $3,170,988 | |
| 2 | SPG |
Simon Property Group Inc.
|
925 | $206,876 |
All Filings in O
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,170,988 | 51,178 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,933,948 | 47,956 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,368,216 | 42,012 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,956,704 | 48,638 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,752,951 | 47,786 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $2,102,591 | 39,367 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,676,006 | 42,195 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,215,482 | 41,944 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,875,214 | 34,662 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,814,472 | 31,600 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,551,386 | 31,065 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,817,257 | 30,394 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $2,009,396 | 31,734 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,939,879 | 30,583 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,492,248 | 25,640 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,670,458 | 24,472 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,713,442 | 24,725 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,558,084 | 21,764 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $823,721 | 12,700 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $736,809 | 11,040 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $855,408 | 13,471 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $715,700 | 11,512 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $578,097 | 9,516 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $571,437 | 9,604 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $463,399 | 9,294 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||