Position in O
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,477,498
+$20,436 QoQ
Shares Held
23,846
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#569
of 1,452 holders
Holding Since
Mar 2025
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, 2026KEYNOTE FINANCIAL SERVICES LLC holds $1,477,498 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
|
23,846 | $1,477,498 |
All Filings in O
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,477,498 | 23,846 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,457,062 | 23,816 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,339,689 | 23,766 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $666,015 | 10,956 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $472,459 | 8,201 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $420,050 | 7,241 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||