Position in O
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$337,620
+$30,460 QoQ
Shares Held
5,449
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#959
of 1,452 holders
Holding Since
Mar 2022
16 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, 2026SS&H Financial Advisors, Inc. holds $337,620 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
|
5,449 | $337,620 |
All Filings in O
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,620 | 5,449 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $307,160 | 5,449 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $349,481 | 5,749 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $331,833 | 5,760 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $340,982 | 5,878 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $313,356 | 5,867 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $320,271 | 5,050 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $266,741 | 5,050 | Shares | Sole | 2024-09-10 | |
| 2024-03-31 | $273,205 | 5,050 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $289,971 | 5,050 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $252,197 | 5,050 | Shares | Sole | 2023-10-18 | |
| 2023-03-31 | $392,584 | 6,200 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $456,696 | 7,200 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $419,040 | 7,200 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $491,472 | 7,200 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $568,260 | 8,200 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||