Position in O
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$235,943
+$3,215 QoQ
Shares Held
3,808
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,073
of 1,452 holders
Holding Since
Sep 2024
6 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, 2026PATRICK M SWEENEY & ASSOCIATES, INC holds $235,943 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
|
3,808 | $235,943 |
All Filings in O
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,943 | 3,808 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $232,728 | 3,804 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $214,262 | 3,801 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $221,093 | 3,637 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $202,671 | 3,518 | Shares | Sole | 2025-08-13 | |
| 2024-09-30 | $212,330 | 3,348 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||