Position in O
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,461,636
+$78,051 QoQ
Shares Held
23,590
+4.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#574
of 1,452 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, 2026MAGNOLIA CAPITAL ADVISORS LLC holds $2,090,763 across 2 REIT - Retail names. O ranks #1 (69.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
23,590 | $1,461,636 | |
| 2 | SPG |
Simon Property Group Inc.
|
2,813 | $629,127 |
All Filings in O
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,461,636 | 23,590 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,383,585 | 22,615 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,385,518 | 24,579 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,476,285 | 24,285 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,416,629 | 24,590 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,417,648 | 24,438 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,189,600 | 22,273 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||