Position in O
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$984,110
+$945,445 QoQ
Shares Held
15,883
+2413.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#653
of 1,449 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026LM Advisors LLC holds $984,110 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
|
15,883 | $984,110 |
All Filings in O
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $984,110 | 15,883 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $38,665 | 632 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $47,012 | 834 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $803,339 | 13,215 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $856,315 | 14,864 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $689,216 | 11,881 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $633,549 | 11,862 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $961,510 | 15,161 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $809,783 | 15,331 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $226,570 | 4,188 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $105,594 | 1,839 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||