Annis Gardner Whiting Capital Advisors, LLC
Position in O — Realty Income Corp
CIK 1998414
TAMPA, FL
Position in O
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$211,159
+$211 QoQ
Shares Held
3,408
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,124
of 1,449 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Annis Gardner Whiting Capital Advisors, LLC holds $417,587 across 2 REIT - Retail names. O ranks #1 (50.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
3,408 | $211,159 | |
| 2 | SPG |
Simon Property Group Inc.
|
923 | $206,428 |
All Filings in O
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,159 | 3,408 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $210,948 | 3,448 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $137,035 | 2,431 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $156,959 | 2,582 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $177,265 | 3,077 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $147,983 | 2,551 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $75,361 | 1,411 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $89,929 | 1,418 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $108,545 | 2,055 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $102,140 | 1,888 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $83,890 | 1,461 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $17,528 | 351 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||