Position in O
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,129,902
+$54,358 QoQ
Shares Held
18,236
+3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#624
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, 2026Goldstone Financial Group, LLC holds $1,129,902 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
|
18,236 | $1,129,902 |
All Filings in O
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,129,902 | 18,236 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,075,544 | 17,580 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,097,580 | 19,471 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,087,229 | 17,885 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $800,375 | 13,893 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $216,667 | 3,735 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||