Position in O
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$201,246
-$253,757 QoQ
Shares Held
3,248
-58.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,141
of 1,449 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Prudent Man Advisors, LLC holds $201,246 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
|
3,248 | $201,246 |
All Filings in O
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,246 | 3,248 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $455,003 | 7,898 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $452,942 | 7,808 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $417,025 | 7,808 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $393,901 | 6,211 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $328,065 | 6,211 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $318,378 | 5,885 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $361,975 | 6,304 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $318,017 | 6,368 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $380,742 | 6,368 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $402,018 | 6,349 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $402,717 | 6,349 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $326,618 | 5,612 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $234,200 | 3,431 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $237,768 | 3,431 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $217,799 | 3,358 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $224,112 | 3,358 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $213,232 | 3,358 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||