Position in O
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,497,697
+$211,388 QoQ
Shares Held
24,172
+15.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#565
of 1,449 holders
Holding Since
Jun 2024
9 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, 2026Cascade Financial Partners, LLC holds $3,751,865 across 2 REIT - Retail names. O ranks #2 (39.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
10,079 | $2,254,168 | |
| 2 | O |
Realty Income Corp
This page
|
24,172 | $1,497,697 |
All Filings in O
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,497,697 | 24,172 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,286,309 | 21,025 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,144,705 | 20,307 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,027,351 | 16,900 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $931,496 | 16,169 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $796,941 | 13,738 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $311,914 | 5,840 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $269,154 | 4,244 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $224,168 | 4,244 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||