Position in O
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$655,412
+$23,668 QoQ
Shares Held
10,578
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#768
of 1,449 holders
Holding Since
Jun 2024
9 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, 2026Everhart Financial Group, Inc. holds $1,995,075 across 2 REIT - Retail names. O ranks #2 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
5,990 | $1,339,663 | |
| 2 | O |
Realty Income Corp
This page
|
10,578 | $655,412 |
All Filings in O
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,412 | 10,578 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $631,744 | 10,326 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $554,004 | 9,828 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $536,593 | 8,827 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $427,120 | 7,414 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $390,001 | 6,723 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $251,828 | 4,715 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $379,885 | 5,990 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $246,722 | 4,671 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||