BEACON INVESTMENT ADVISORS LLC

Position in O — Realty Income Corp

CIK 1961635 Gaithersburg, MD

Position in O

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$442,270

-$39,522 QoQ

Shares Held

7,138

-9.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#864

of 1,449 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

BEACON INVESTMENT ADVISORS LLC holds $3,018,179 across 4 REIT - Retail names. O ranks #4 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BFS	Saul Centers, Inc.	32,093	$1,199,957
2	SPG	Simon Property Group Inc.	3,976	$889,232
3	KIM	Kimco Realty Corp	19,200	$486,720
4	O	Realty Income Corp This page	7,138	$442,270

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$442,270	7,138	-9.4%	Shares	Sole	2026-08-13
2026-03-31	$481,792	7,875	-0.3%	Shares	Sole	2026-05-14
2025-12-31	$445,266	7,899	-2.9%	Shares	Sole	2026-02-17
2025-09-30	$494,526	8,135	-2.5%	Shares	Sole	2025-11-14
2025-06-30	$480,525	8,341	+0.7%	Shares	Sole	2025-08-14
2025-03-31	$480,496	8,283	+0.6%	Shares	Sole	2025-05-15
2024-12-31	$439,884	8,236	+3.3%	Shares	Sole	2025-02-14
2024-09-30	$505,774	7,975	+12.4%	Shares	Sole	2024-11-14
2024-06-30	$374,705	7,094	+2.9%	Shares	Sole	2024-08-14
2024-03-31	$373,019	6,895	+5.3%	Shares	Sole	2024-05-13
2023-12-31	$376,043	6,549	+2.2%	Shares	Sole	2024-02-13
2023-09-30	$319,915	6,406	+5.6%	Shares	Sole	2023-11-07
2023-06-30	$362,566	6,064	-7.5%	Shares	Sole	2023-08-03
2023-03-31	$415,125	6,556	+5.0%	Shares	Sole	2023-05-12
2022-12-31	$395,866	6,241	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.