Applied Capital LLC/FL

Position in O — Realty Income Corp

CIK 1965393 Hollywood, FL

Position in O

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,552,098

+$22,231 QoQ

Shares Held

25,050

+0.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#557

of 1,452 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Applied Capital LLC/FL holds $2,905,638 across 3 REIT - Retail names. O ranks #1 (53.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp This page	25,050	$1,552,098
2	ADC	Agree Realty Corp	10,892	$824,960
3	NNN	Nnn REIT, Inc.	11,360	$528,580

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,552,098	25,050	+0.2%	Shares	Sole	2026-07-15
2026-03-31	$1,529,867	25,006	-1.6%	Shares	Sole	2026-05-07
2025-12-31	$1,432,756	25,417	+13.5%	Shares	Sole	2026-01-16
2025-09-30	$1,361,756	22,401	+1.7%	Shares	Sole	2025-10-28
2025-06-30	$1,268,341	22,016	+0.3%	Shares	Sole	2025-07-24
2025-03-31	$1,273,087	21,946	+1.2%	Shares	Sole	2025-05-01
2024-12-31	$1,157,715	21,676	+1.1%	Shares	Sole	2025-01-21
2024-09-30	$1,359,661	21,439	-0.4%	Shares	Sole	2024-10-15
2024-06-30	$1,137,320	21,532	+10.3%	Shares	Sole	2024-07-12
2024-03-31	$1,056,248	19,524	+13.8%	Shares	Sole	2024-04-18
2023-12-31	$985,040	17,155	+8.3%	Shares	Sole	2024-01-26
2023-09-30	$790,749	15,834	+1.2%	Shares	Sole	2023-10-27
2023-06-30	$935,534	15,647	+13.6%	Shares	Sole	2023-08-10
2023-03-31	$872,486	13,779	+6.7%	Shares	Sole	2023-05-12
2022-12-31	$819,135	12,914	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.