Position in O
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,432,081
+$244,578 QoQ
Shares Held
23,113
+19.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.75%
of 13F equity value
Holder Rank
#579
of 1,449 holders
Holding Since
Dec 2024
7 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, 2026Turning Point Benefit Group, Inc. holds $1,432,081 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
|
23,113 | $1,432,081 |
All Filings in O
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,432,081 | 23,113 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,187,503 | 19,410 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,080,668 | 19,171 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $843,156 | 13,870 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $697,196 | 12,102 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $641,880 | 11,065 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $492,707 | 9,225 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||