Position in O
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$419,593
+$5,344 QoQ
Shares Held
6,772
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#877
of 1,452 holders
Holding Since
Dec 2020
23 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, 2026Sovereign Financial Group, Inc. holds $419,593 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
|
6,772 | $419,593 |
All Filings in O
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,593 | 6,772 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $414,249 | 6,771 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $378,186 | 6,709 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $336,290 | 5,532 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $304,641 | 5,288 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $303,276 | 5,228 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $277,838 | 5,202 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $276,638 | 4,362 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $238,323 | 4,512 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $242,151 | 4,476 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $249,489 | 4,345 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $217,888 | 4,363 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $259,309 | 4,337 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $272,909 | 4,310 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $276,301 | 4,356 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $250,492 | 4,304 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $297,954 | 4,365 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $300,346 | 4,334 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $315,783 | 4,411 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $271,568 | 4,187 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $278,639 | 4,175 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $265,112 | 4,175 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $259,310 | 4,171 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||