Position in O
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$418,477
-$1,951 QoQ
Shares Held
6,754
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#880
of 1,452 holders
Holding Since
Mar 2024
6 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, 2026Sage Investment Advisers LLC holds $978,720 across 2 REIT - Retail names. O ranks #2 (42.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
2,505 | $560,243 | |
| 2 | O |
Realty Income Corp
This page
|
6,754 | $418,477 |
All Filings in O
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,477 | 6,754 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $420,428 | 6,872 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $351,297 | 6,232 | Shares | Sole | 2026-02-10 | |
| 2024-09-30 | $425,611 | 6,711 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $354,422 | 6,710 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $346,889 | 6,412 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||