Position in O
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,116,429
-$50,138 QoQ
Shares Held
34,158
-3.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#489
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, 2026JBR Co Financial Management Inc holds $2,116,429 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
|
34,158 | $2,116,429 |
All Filings in O
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,116,429 | 34,158 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,166,567 | 35,413 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,996,230 | 35,413 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $2,479,320 | 40,785 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,944,049 | 33,745 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,367,005 | 23,565 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $926,610 | 17,349 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,074,144 | 16,937 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $578,537 | 10,953 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $652,500 | 12,061 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $791,075 | 13,777 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||