Position in O
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,196
+$78 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,372
of 1,452 holders
Holding Since
Dec 2024
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, 2026CHAPMAN FINANCIAL GROUP, LLC holds $7,463 across 2 REIT - Retail names. O ranks #1 (83.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
100 | $6,196 | |
| 2 | KIM |
Kimco Realty Corp
|
50 | $1,267 |
All Filings in O
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,196 | 100 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $6,118 | 100 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,637 | 100 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,079 | 100 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,761 | 100 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $5,341 | 100 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||