Position in O
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$258,621
+$43,668 QoQ
Shares Held
4,174
+18.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,045
of 1,452 holders
Holding Since
Sep 2025
2 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, 2026Guardian Asset Advisors, LLC holds $258,621 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
|
4,174 | $258,621 |
All Filings in O
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,621 | 4,174 | Shares | Sole | 2026-07-21 | |
| 2025-09-30 | $214,953 | 3,536 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||