Position in O
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,820,047
+$26,324 QoQ
Shares Held
45,514
-0.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#433
of 1,449 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026RESOURCES MANAGEMENT CORP /CT/ /ADV holds $2,820,047 across 1 REIT - Retail name. O ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
45,514 | $2,820,047 |
All Filings in O
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,820,047 | 45,514 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,793,723 | 45,664 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,521,937 | 44,739 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,601,264 | 42,791 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,466,744 | 42,818 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,461,596 | 42,434 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,311,851 | 43,285 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,719,830 | 42,886 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,104,454 | 39,842 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,025,179 | 37,434 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $301 | 4,337 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $20,136 | 295 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $20,443 | 295 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $21,119 | 295 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||