Position in O
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$209,858
New position
Shares Held
3,387
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,127
of 1,452 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Colter Lewis Investment Partners LLC holds $209,858 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
|
3,387 | $209,858 |
All Filings in O
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,858 | 3,387 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||