LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Position in O — Realty Income Corp
CIK 1807328
LIBERTYVILLE, IL
Position in O
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,011,049
+$442,875 QoQ
Shares Held
97,015
+6.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#299
of 1,449 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 19%
None 81%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026LIBERTY ONE INVESTMENT MANAGEMENT, LLC holds $11,936,718 across 2 REIT - Retail names. O ranks #1 (50.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
97,015 | $6,011,049 | |
| 2 | ADC |
Agree Realty Corp
|
78,237 | $5,925,669 |
All Filings in O
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,011,049 | 97,015 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,568,174 | 91,013 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,900,916 | 69,202 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,043,433 | 115,865 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,151,716 | 89,424 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,999,069 | 86,176 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,138,901 | 77,493 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $4,525,841 | 71,363 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,564,927 | 67,492 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,866,542 | 52,986 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,764,083 | 48,138 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,207,747 | 44,208 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,436,203 | 40,746 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,414,771 | 38,136 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,202,543 | 34,724 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,895,690 | 32,572 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $1,832,166 | 26,841 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,214,135 | 31,950 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,146,339 | 29,981 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,812,187 | 27,940 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,791,367 | 26,841 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,603,819 | 25,257 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $1,405,662 | 22,610 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $1,270,404 | 20,912 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,193,628 | 20,061 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $956,315 | 19,180 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||