Position in O
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$299,638
+$4,261 QoQ
Shares Held
4,836
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,004
of 1,449 holders
Holding Since
Dec 2021
19 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, 2026Stiles Financial Services Inc holds $299,638 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
|
4,836 | $299,638 |
All Filings in O
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,638 | 4,836 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $295,377 | 4,828 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $271,196 | 4,811 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $291,305 | 4,792 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $275,030 | 4,774 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $275,721 | 4,753 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $252,842 | 4,734 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $299,088 | 4,716 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $248,201 | 4,699 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $274,287 | 5,070 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $289,798 | 5,047 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $249,600 | 4,998 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $310,369 | 5,191 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $327,301 | 5,169 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $325,966 | 5,139 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $296,238 | 5,090 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $344,508 | 5,047 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $341,371 | 4,926 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $281,778 | 3,936 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||