Position in O
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,001
+$149 QoQ
Shares Held
113
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,365
of 1,452 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Align Financial, LLC holds $7,001 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
|
113 | $7,001 |
All Filings in O
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,001 | 113 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,852 | 112 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,200 | 110 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||