Position in O
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$929
+$12 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,433
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, 2026Three Bearings Fiduciary Advisors, Inc. holds $2,047 across 2 REIT - Retail names. O ranks #2 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
5 | $1,118 | |
| 2 | O |
Realty Income Corp
This page
|
15 | $929 |
All Filings in O
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $929 | 15 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $917 | 15 | Shares | Sole | 2026-06-11 | |
| 2025-12-31 | $845 | 15 | Shares | Sole | 2026-06-11 | |
| No filing history on record for this holder in this stock. | ||||||