Position in O
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$829,644
+$236,076 QoQ
Shares Held
13,390
+38.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#702
of 1,452 holders
Holding Since
Dec 2025
3 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, 2026Savvy Advisors, Inc. holds $1,849,040 across 2 REIT - Retail names. O ranks #2 (44.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
4,558 | $1,019,396 | |
| 2 | O |
Realty Income Corp
This page
|
13,390 | $829,644 |
All Filings in O
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $829,644 | 13,390 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $593,568 | 9,702 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $271,083 | 4,809 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||