Position in O
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$3,481,842
+$214,402 QoQ
Shares Held
56,195
+5.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#387
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, 2026Stonebridge Financial Group, LLC holds $3,923,596 across 2 REIT - Retail names. O ranks #1 (88.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
56,195 | $3,481,842 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
10,614 | $441,754 |
All Filings in O
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,481,842 | 56,195 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $3,267,440 | 53,407 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,886,369 | 51,204 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,997,190 | 49,304 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,793,220 | 48,485 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,732,445 | 47,103 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,909,567 | 35,753 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||