Position in O
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$306,949
+$6,005 QoQ
Shares Held
4,954
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#997
of 1,452 holders
Holding Since
Mar 2023
13 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, 2026Coastwise Capital Group, LLC holds $306,949 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
|
4,954 | $306,949 |
All Filings in O
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,949 | 4,954 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $300,944 | 4,919 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $293,405 | 5,205 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $312,035 | 5,133 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $314,435 | 5,458 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $325,958 | 5,619 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $268,972 | 5,036 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $272,706 | 4,300 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $201,085 | 3,807 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $203,578 | 3,763 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $246,403 | 4,934 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $244,720 | 4,093 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $251,760 | 3,976 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||