Position in O
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$650,580
+$8,190 QoQ
Shares Held
10,500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#773
of 1,452 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Summa Corp. holds $650,580 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
|
10,500 | $650,580 |
All Filings in O
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,580 | 10,500 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $642,390 | 10,500 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $591,885 | 10,500 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $638,295 | 10,500 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $604,905 | 10,500 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $652,612 | 11,250 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $600,862 | 11,250 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $713,475 | 11,250 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $488,585 | 9,250 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $500,425 | 9,250 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $531,135 | 9,250 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||