Position in O
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$35,874
+$757 QoQ
Shares Held
579
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,269
of 1,449 holders
Holding Since
Dec 2022
15 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, 2026MB, LEVIS & ASSOCIATES, LLC holds $35,874 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
|
579 | $35,874 |
All Filings in O
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,874 | 579 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $35,117 | 574 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $31,961 | 567 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $34,163 | 562 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $32,146 | 558 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $32,079 | 553 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $29,268 | 548 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $30,568 | 482 | Shares | Sole | 2025-05-07 | |
| 2024-06-30 | $25,300 | 479 | Shares | Sole | 2025-05-07 | |
| 2024-03-31 | $25,697 | 475 | Shares | Sole | 2025-05-07 | |
| 2023-12-31 | $27,102 | 472 | Shares | Sole | 2025-05-07 | |
| 2023-09-30 | $23,371 | 468 | Shares | Sole | 2025-05-07 | |
| 2023-06-30 | $27,802 | 465 | Shares | Sole | 2025-05-07 | |
| 2023-03-31 | $29,190 | 461 | Shares | Sole | 2025-05-07 | |
| 2022-12-31 | $28,860 | 455 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||