Position in O
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$948,545
+$33,170 QoQ
Shares Held
15,309
+2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#665
of 1,449 holders
Holding Since
Jun 2022
11 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, 2026Resurgent Financial Advisors LLC holds $948,545 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
|
15,309 | $948,545 |
All Filings in O
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $948,545 | 15,309 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $915,375 | 14,962 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $809,416 | 14,359 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $725,589 | 11,936 | Shares | Sole | 2025-11-13 | |
| 2023-12-31 | $25,437 | 443 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $22,173 | 444 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $26,128 | 437 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $32,736 | 517 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $213,632 | 3,368 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $213,186 | 3,663 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $252,015 | 3,692 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||