Key Financial Inc

Position in O — Realty Income Corp

CIK 1801720 WEST CHESTER, PA

Position in O

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$10,161

-$20,429 QoQ

Shares Held

164

-67.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,341

of 1,446 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Key Financial Inc holds $89,104 across 4 REIT - Retail names. O ranks #2 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	300	$67,095
2	O	Realty Income Corp This page	164	$10,161
3	BRX	Brixmor Property Group Inc.	194	$6,116
4	KRG	Kite Realty Group Trust	202	$5,732

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,161	164	-67.2%	Shares	Sole	2026-07-24
2026-03-31	$30,590	500	0.0%	Shares	Sole	2026-04-24
2025-12-31	$28,185	500	-37.5%	Shares	Sole	2026-02-09
2025-09-30	$48,632	800	+57.2%	Shares	Sole	2025-11-05
2025-06-30	$29,323	509	0.0%	Shares	Sole	2025-08-05
2025-03-31	$29,527	509	0.0%	Shares	Sole	2025-05-01
2024-12-31	$27,185	509	0.0%	Shares	Sole	2025-01-31
2024-09-30	$32,280	509	+1.8%	Shares	Sole	2024-10-29
2024-06-30	$26,410	500	-17.2%	Shares	Sole	2024-07-30
2024-03-31	$32,676	604	+3.1%	Shares	Sole	2024-05-13
2023-12-31	$33,648	586	-12.1%	Shares	Sole	2024-01-31
2023-09-30	$33,309	667	0.0%	Shares	Sole	2023-11-01
2023-06-30	$39,879	667	0.0%	Shares	Sole	2023-07-28
2023-03-31	$42,234	667	0.0%	Shares	Sole	2023-05-02
2022-12-31	$42,307	667	0.0%	Shares	Sole	2023-01-26
2022-09-30	$38,819	667	+14.0%	Shares	Sole	2022-10-28
2022-06-30	$39,932	585	+21.4%	Shares	Sole	2022-07-26
2022-03-31	$33,402	482	0.0%	Shares	Sole	2022-04-27
2021-12-31	$34,506	482	0.0%	Shares	Sole	2022-01-19
2021-09-30	$31,262	482	-4.7%	Shares	Sole	2021-11-01
2021-06-30	$33,770	506	+27.1%	Shares	Sole	2021-08-02
2021-03-31	$25,272	398	0.0%	Shares	Sole	2021-04-30
2020-12-31	$24,743	398	+6.4%	Shares	Sole	2021-01-29
2020-03-31	$18,647	374	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.