Position in O
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,030,146
+$13,824 QoQ
Shares Held
16,626
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#641
of 1,449 holders
Holding Since
Dec 2024
7 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, 2026Sage Investment Counsel LLC holds $1,321,669 across 2 REIT - Retail names. O ranks #1 (77.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
16,626 | $1,030,146 | |
| 2 | ADC |
Agree Realty Corp
|
3,849 | $291,523 |
All Filings in O
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,030,146 | 16,626 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,016,322 | 16,612 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $935,854 | 16,602 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $999,205 | 16,437 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $958,457 | 16,637 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $968,012 | 16,687 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $895,739 | 16,771 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||