Synergy Investment Management, LLC

Position in O — Realty Income Corp

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in O

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$11,090

+$3,199 QoQ

Shares Held

179

+38.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,340

of 1,449 holders

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Synergy Investment Management, LLC holds $101,509 across 3 REIT - Retail names. O ranks #3 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	210	$46,966
2	FCPT	Four Corners Property Trust, Inc.	1,770	$43,453
3	O	Realty Income Corp This page	179	$11,090

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,090	179	+38.8%	Shares	Other	2026-08-14
2026-03-31	$7,891	129	+22.9%	Shares	Sole	2026-05-15
2025-03-31	$6,091	105	+1.0%	Shares	Sole	2025-04-30
2024-12-31	$5,554	104	—	Shares	Sole	2025-02-06
No filing history on record for this holder in this stock.