INDEPENDENT FINANCIAL GROUP, LLC

Position in O — Realty Income Corp

CIK 275484 SAN DIEGO, CA

Position in O

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,755,271

+$346,261 QoQ

Shares Held

60,608

+8.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#57

of 420 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $8,672,768 across 4 REIT - Retail names. O ranks #1 (43.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp This page	60,608	$3,755,271
2	PECO	Phillips Edison & Company, Inc.	73,327	$3,051,869
3	SPG	Simon Property Group Inc.	5,725	$1,280,396
4	IVT	InvenTrust Properties Corp.	16,532	$585,232

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,755,271	60,608	+8.8%	Shares	Sole	2026-07-15
2026-03-31	$3,409,010	55,721	+16.4%	Shares	Sole	2026-05-15
2025-12-31	$2,697,586	47,855	+16.2%	Shares	Sole	2026-05-15
2025-09-30	$2,503,332	41,180	+4.4%	Shares	Sole	2026-05-15
2025-06-30	$2,271,907	39,436	+20.0%	Shares	Sole	2026-05-15
2025-03-31	$1,906,730	32,869	+10.6%	Shares	Sole	2026-05-19
2024-12-31	$1,587,505	29,723	-7.2%	Shares	Sole	2026-06-12
2024-09-30	$2,031,406	32,031	+21.9%	Shares	Sole	2026-06-12
2024-06-30	$1,388,426	26,286	+62.8%	Shares	Sole	2026-06-12
2024-03-31	$873,715	16,150	+7.2%	Shares	Sole	2026-06-12
2023-12-31	$865,204	15,068	-1.9%	Shares	Sole	2026-06-12
2023-09-30	$766,928	15,357	+0.3%	Shares	Sole	2026-06-12
2023-06-30	$915,384	15,310	-3.7%	Shares	Sole	2026-06-12
2023-03-31	$1,007,041	15,904	+3.8%	Shares	Sole	2026-06-12
2022-12-31	$972,318	15,329	-20.2%	Shares	Sole	2026-06-15
2022-09-30	$1,118,429	19,217	+3.1%	Shares	Sole	2026-06-15
2022-06-30	$1,272,912	18,648	+19.9%	Shares	Sole	2026-06-12
2022-03-31	$1,078,030	15,556	+15.1%	Shares	Sole	2026-06-12
2021-12-31	$967,252	13,511	+13.2%	Shares	Sole	2026-06-15
2021-09-30	$750,351	11,939	+44.5%	Shares	Sole	2026-06-15
2021-06-30	$534,307	8,262	+3.4%	Shares	Sole	2026-06-15
2021-03-31	$491,448	7,987	+26.1%	Shares	Sole	2026-06-15
2020-12-31	$381,453	6,332	+14.9%	Shares	Sole	2026-06-15
2020-09-30	$324,353	5,510	-21.2%	Shares	Sole	2026-06-15
2020-06-30	$402,893	6,988	+25.4%	Shares	Sole	2026-06-15
2020-03-31	$269,253	5,573	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.