Position in O
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$44,982
-$12,098 QoQ
Shares Held
726
-22.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,249
of 1,449 holders
Holding Since
Dec 2025
3 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, 2026Vision Retirement, LLC holds $146,295 across 2 REIT - Retail names. O ranks #2 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
453 | $101,313 | |
| 2 | O |
Realty Income Corp
This page
|
726 | $44,982 |
All Filings in O
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,982 | 726 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $57,080 | 933 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $52,367 | 929 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||