Position in O
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,441,912
+$94,278 QoQ
Shares Held
71,690
+0.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#339
of 1,449 holders
Holding Since
Dec 2024
7 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, 2026HARRELL INVESTMENT PARTNERS, LLC holds $5,578,948 across 2 REIT - Retail names. O ranks #1 (79.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
71,690 | $4,441,912 | |
| 2 | SPG |
Simon Property Group Inc.
|
5,084 | $1,137,036 |
All Filings in O
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,441,912 | 71,690 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,347,634 | 71,063 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,291,617 | 76,133 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $4,768,246 | 78,438 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,665,891 | 80,991 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $4,125,149 | 71,111 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,561,539 | 66,683 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||