Position in O
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,540,793
+$236,326 QoQ
Shares Held
41,007
+8.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
3.02%
of 13F equity value
Holder Rank
#454
of 1,449 holders
Holding Since
Dec 2023
11 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, 2026Goepper Burkhardt LLC holds $2,540,793 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
|
41,007 | $2,540,793 |
All Filings in O
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,540,793 | 41,007 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,304,467 | 37,667 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,071,935 | 36,756 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,689,106 | 44,236 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,308,720 | 40,075 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,099,903 | 36,199 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,963,618 | 36,765 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,313,371 | 36,477 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,592,839 | 30,156 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,565,221 | 28,932 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,268,637 | 22,094 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||