Position in O
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$660,121
-$128,978 QoQ
Shares Held
10,654
-17.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#763
of 1,449 holders
Holding Since
Mar 2023
14 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, 2026Perennial Investment Advisors, LLC holds $1,438,220 across 2 REIT - Retail names. O ranks #2 (45.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPRT |
Essential Properties Realty Trust, Inc.
|
26,067 | $778,099 | |
| 2 | O |
Realty Income Corp
This page
|
10,654 | $660,121 |
All Filings in O
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $660,121 | 10,654 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $789,099 | 12,898 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $773,283 | 13,718 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $857,929 | 14,113 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $825,263 | 14,325 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,017,437 | 17,539 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,003,840 | 18,795 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,205,487 | 19,008 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $943,787 | 17,868 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $991,274 | 18,323 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $965,000 | 16,806 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $844,285 | 16,906 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,011,766 | 16,922 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,087,837 | 17,180 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||