Position in O
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$837,327
-$74,927 QoQ
Shares Held
13,514
-9.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#697
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, 2026Roehl & Yi Investment Advisors, LLC holds $837,327 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
|
13,514 | $837,327 |
All Filings in O
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $837,327 | 13,514 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $912,254 | 14,911 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $853,047 | 15,133 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $922,913 | 15,182 | Shares | Sole | 2026-05-29 | |
| 2025-06-30 | $904,188 | 15,695 | Shares | Sole | 2026-05-29 | |
| 2025-03-31 | $910,466 | 15,695 | Shares | Sole | 2026-05-29 | |
| 2024-12-31 | $826,626 | 15,477 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||