William Allan Corp

Position in O — Realty Income Corp

CIK 1910961 FORT COLLINS, CO

Position in O

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$793,521

+$35,501 QoQ

Shares Held

12,807

+3.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#720

of 1,457 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

William Allan Corp holds $1,398,941 across 2 REIT - Retail names. O ranks #1 (56.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	O	Realty Income Corp This page	12,807	$793,521
2	SPG	Simon Property Group Inc.	2,707	$605,420

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$793,521	12,807	+3.4%	Shares	Sole	2026-07-28
2026-03-31	$758,020	12,390	+0.1%	Shares	Sole	2026-05-14
2025-12-31	$697,578	12,375	+3.7%	Shares	Sole	2026-02-12
2025-09-30	$725,528	11,935	+2.6%	Shares	Sole	2025-10-24
2025-06-30	$670,004	11,630	+4.4%	Shares	Sole	2025-08-01
2025-03-31	$646,521	11,145	-11.1%	Shares	Sole	2025-05-05
2024-12-31	$669,761	12,540	-3.1%	Shares	Sole	2025-01-28
2024-09-30	$820,654	12,940	+3.9%	Shares	Sole	2024-11-14
2024-06-30	$657,609	12,450	+7.7%	Shares	Sole	2024-07-29
2024-03-31	$625,666	11,565	+0.9%	Shares	Sole	2024-05-08
2023-12-31	$658,033	11,460	+2.1%	Shares	Sole	2024-02-13
2023-09-30	$560,326	11,220	+0.4%	Shares	Sole	2023-11-02
2023-06-30	$667,854	11,170	0.0%	Shares	Sole	2023-07-28
2023-03-31	$707,284	11,170	+1.7%	Shares	Sole	2023-05-04
2022-12-31	$696,461	10,980	-2.9%	Shares	Sole	2023-02-01
2022-09-30	$657,834	11,303	+8.2%	Shares	Sole	2022-10-18
2022-06-30	$713,180	10,448	0.0%	Shares	Sole	2022-07-25
2022-03-31	$724,046	10,448	+18.2%	Shares	Sole	2022-05-04
2021-12-31	$632,712	8,838	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.