Position in O
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$283,219
+$2,281 QoQ
Shares Held
4,571
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,022
of 1,449 holders
Holding Since
Jun 2025
5 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, 2026Root Financial Partners, LLC holds $283,219 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
|
4,571 | $283,219 |
All Filings in O
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,219 | 4,571 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $280,938 | 4,592 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $340,587 | 6,042 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $344,253 | 5,663 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $280,963 | 4,877 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||