Position in O
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,122,288
+$539,514 QoQ
Shares Held
50,392
+19.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#415
of 1,458 holders
Holding Since
Mar 2026
2 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, 2026Gerald Baker Financial Group LLC holds $19,247,212 across 2 REIT - Retail names. O ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
346,549 | $16,124,924 | |
| 2 | O |
Realty Income Corp
This page
|
50,392 | $3,122,288 |
All Filings in O
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,122,288 | 50,392 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,582,774 | 42,216 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||