Position in O
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$335,575
-$3,239 QoQ
Shares Held
5,416
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#960
of 1,449 holders
Holding Since
Dec 2022
12 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, 2026PANORAMIC INVESTMENT ADVISORS, LLC holds $335,575 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
|
5,416 | $335,575 |
All Filings in O
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,575 | 5,416 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $338,814 | 5,538 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $309,020 | 5,482 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $346,259 | 5,696 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $324,574 | 5,634 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $343,941 | 5,929 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $324,732 | 6,080 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $424,406 | 6,692 | Shares | Sole | 2024-10-31 | |
| 2024-03-31 | $353,868 | 6,541 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $371,162 | 6,464 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $318,317 | 6,374 | Shares | Sole | 2023-11-16 | |
| 2022-12-31 | $391,807 | 6,177 | Shares | Sole | 2023-03-01 | |
| No filing history on record for this holder in this stock. | ||||||