Position in O
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,404,295
+$1,138,542 QoQ
Shares Held
38,804
+87.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#464
of 1,452 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Convergence Financial, LLC holds $2,726,798 across 2 REIT - Retail names. O ranks #1 (88.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
38,804 | $2,404,295 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,442 | $322,503 |
All Filings in O
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,404,295 | 38,804 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,265,753 | 20,689 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,175,765 | 20,858 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,256,711 | 20,673 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,164,355 | 20,211 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,098,187 | 18,931 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $901,453 | 16,878 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,019,983 | 16,083 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $519,379 | 9,833 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||