Investmark Advisory Group LLC

Position in O — Realty Income Corp

CIK 1926349 Shelton, CT

Position in O

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$386,258

+$5,964 QoQ

Shares Held

6,234

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#906

of 1,452 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Investmark Advisory Group LLC holds $626,199 across 2 REIT - Retail names. O ranks #1 (61.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	O	Realty Income Corp This page	6,234	$386,258
2	IVT	InvenTrust Properties Corp.	6,778	$239,941

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$386,258	6,234	+0.3%	Shares	Sole	2026-08-07
2026-03-31	$380,294	6,216	-2.3%	Shares	Sole	2026-05-15
2025-12-31	$358,795	6,365	-7.0%	Shares	Sole	2026-01-28
2025-09-30	$416,229	6,847	+0.7%	Shares	Sole	2025-10-23
2025-06-30	$391,748	6,800	+0.7%	Shares	Sole	2025-08-14
2025-03-31	$391,741	6,753	-18.4%	Shares	Sole	2025-05-15
2024-12-31	$442,181	8,279	+22.6%	Shares	Sole	2025-02-18
2024-09-30	$428,402	6,755	+1.6%	Shares	Sole	2024-11-14
2024-06-30	$351,147	6,648	+0.6%	Shares	Sole	2024-08-14
2024-03-31	$357,438	6,607	+1.9%	Shares	Sole	2024-05-17
2023-12-31	$372,139	6,481	+2.5%	Shares	Sole	2024-02-14
2023-09-30	$315,820	6,324	+2.0%	Shares	Sole	2023-11-14
2023-06-30	$370,877	6,203	-6.3%	Shares	Sole	2023-08-14
2023-03-31	$419,241	6,621	+4.5%	Shares	Sole	2023-05-16
2022-12-31	$401,829	6,335	+2.4%	Shares	Sole	2023-01-24
2022-09-30	$360,083	6,187	+0.5%	Shares	Sole	2022-11-14
2022-06-30	$420,413	6,159	+0.5%	Shares	Sole	2022-07-15
2022-03-31	$424,739	6,129	-0.5%	Shares	Sole	2022-05-03
2021-12-31	$441,065	6,161	—	Shares	Sole	2022-05-03
No filing history on record for this holder in this stock.