Position in O
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$318,102
-$45,246 QoQ
Shares Held
5,134
-13.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#984
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, 2026S Harris Financial Group, LLC holds $531,464 across 2 REIT - Retail names. O ranks #1 (59.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
5,134 | $318,102 | |
| 2 | SPG |
Simon Property Group Inc.
|
954 | $213,362 |
All Filings in O
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,102 | 5,134 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $363,348 | 5,939 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $260,542 | 4,622 | Shares | Sole | 2026-03-03 | |
| No filing history on record for this holder in this stock. | ||||||