Position in O
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$42,380
+$533 QoQ
Shares Held
684
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,255
of 1,452 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026BankPlus Trust Department holds $47,548 across 2 REIT - Retail names. O ranks #1 (89.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
684 | $42,380 | |
| 2 | IVT |
InvenTrust Properties Corp.
|
146 | $5,168 |
All Filings in O
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,380 | 684 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $41,847 | 684 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $38,557 | 684 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $41,580 | 684 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $39,405 | 684 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $39,678 | 684 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $36,532 | 684 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||