OGOREK ANTHONY JOSEPH /NY/ /ADV

Position in O — Realty Income Corp

CIK 714364 WILLIAMSVILLE, NY

Position in O

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$35,998

+$6,081 QoQ

Shares Held

581

+18.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,268

of 1,449 holders

Holding Since

Dec 2020

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

OGOREK ANTHONY JOSEPH /NY/ /ADV holds $43,899 across 4 REIT - Retail names. O ranks #1 (82.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp This page	581	$35,998
2	KIM	Kimco Realty Corp	159	$4,030
3	SPG	Simon Property Group Inc.	14	$3,131
4	FRT	Federal Realty Investment Trust	6	$740

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,998	581	+18.8%	Shares	Sole	2026-08-07
2026-03-31	$29,917	489	0.0%	Shares	Sole	2026-05-12
2025-12-31	$27,564	489	-21.6%	Shares	Sole	2026-01-23
2025-09-30	$37,932	624	+39.6%	Shares	Sole	2025-11-04
2025-06-30	$25,751	447	-44.1%	Shares	Sole	2025-08-08
2025-03-31	$46,408	800	+60.0%	Shares	Sole	2025-05-09
2020-12-31	$31,084	500	—	Shares	Sole	2021-01-20
No filing history on record for this holder in this stock.