Position in O
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$342,205
+$4,614 QoQ
Shares Held
5,523
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#953
of 1,452 holders
Holding Since
Sep 2024
8 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, 2026Hoxton Planning & Management, LLC holds $342,205 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
|
5,523 | $342,205 |
All Filings in O
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,205 | 5,523 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $337,591 | 5,518 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $313,191 | 5,556 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $330,211 | 5,432 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $321,521 | 5,581 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $311,513 | 5,370 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $286,651 | 5,367 | Shares | Sole | 2025-09-08 | |
| 2024-09-30 | $247,211 | 3,898 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||