Position in O
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$371
New position
Shares Held
6
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,440
of 1,452 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Trifecta Capital Advisors, LLC holds $2,831 across 2 REIT - Retail names. O ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
11 | $2,460 | |
| 2 | O |
Realty Income Corp
This page
|
6 | $371 |
All Filings in O
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371 | 6 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||