Position in O
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$346,604
-$10,442 QoQ
Shares Held
5,594
-4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#950
of 1,449 holders
Holding Since
Dec 2020
15 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, 2026CFS Investment Advisory Services, LLC holds $346,604 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
|
5,594 | $346,604 |
All Filings in O
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,604 | 5,594 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $357,046 | 5,836 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $356,314 | 6,321 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $419,572 | 6,902 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $403,615 | 7,006 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $468,836 | 8,082 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $453,717 | 8,495 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $551,373 | 8,694 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $528,833 | 10,012 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $781,335 | 13,068 | Shares | Sole | 2023-07-21 | |
| 2022-06-30 | $1,185,266 | 17,364 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $20,000 | 1,413,651 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $1,238,721 | 17,303 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,381,711 | 21,303 | Shares | Sole | 2021-11-19 | |
| 2020-12-31 | $1,431,960 | 23,033 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||