Position in O
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$249,614
+$19,625 QoQ
Shares Held
4,080
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Charter Oak Capital Management, LLC holds $249,614 across 1 REIT - Retail name. O ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
4,080 | $249,614 |
All Filings in O
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249,614 | 4,080 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $229,989 | 4,080 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $281,518 | 4,631 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $264,717 | 4,595 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $267,658 | 4,614 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $243,335 | 4,556 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $291,795 | 4,601 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $210,434 | 3,984 | Shares | Sole | 2024-07-24 | |
| 2022-06-30 | $210,718 | 3,087 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $213,929 | 3,087 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $209,973 | 2,933 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $190,234 | 2,933 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $191,944 | 2,876 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $182,625 | 2,876 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $178,552 | 2,872 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||