Position in O
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$826,608
-$10,028 QoQ
Shares Held
13,341
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#703
of 1,452 holders
Holding Since
Dec 2024
7 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, 2026SAXON INTERESTS, INC. holds $826,608 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
|
13,341 | $826,608 |
All Filings in O
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $826,608 | 13,341 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $836,636 | 13,675 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $638,446 | 11,326 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $664,434 | 10,930 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $616,715 | 10,705 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $620,997 | 10,705 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $570,258 | 10,677 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||