Position in O
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$491,033
+$10,832 QoQ
Shares Held
7,925
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#835
of 1,452 holders
Holding Since
Sep 2020
24 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, 2026Founders Financial Alliance, LLC holds $695,326 across 2 REIT - Retail names. O ranks #1 (70.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
7,925 | $491,033 | |
| 2 | REG |
Regency Centers Corp
|
2,562 | $204,293 |
All Filings in O
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $491,033 | 7,925 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $480,201 | 7,849 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $360,768 | 6,400 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $597,626 | 9,831 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $387,484 | 6,726 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $567,801 | 9,788 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $422,526 | 7,911 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $532,474 | 8,396 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $429,690 | 8,135 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $566,481 | 10,471 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $551,059 | 9,597 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $466,839 | 9,348 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $561,248 | 9,387 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $618,573 | 9,769 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $668,235 | 10,535 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $610,750 | 10,494 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,978,038 | 28,978 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $775,882 | 11,196 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $803,955 | 11,230 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $756,590 | 11,665 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $753,469 | 11,290 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $656,177 | 10,334 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $540,675 | 8,697 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $483,384 | 7,957 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||