Position in O
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$61,997,547
+$10,909,372 QoQ
Shares Held
1,000,606
+19.8% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#77
of 1,452 holders
Holding Since
Mar 2025
6 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, 2026CAPITAL ADVISORS INC/OK holds $154,295,441 across 2 REIT - Retail names. O ranks #2 (40.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
412,689 | $92,297,894 | |
| 2 | O |
Realty Income Corp
This page
|
1,000,606 | $61,997,547 |
All Filings in O
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,997,547 | 1,000,606 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $51,088,175 | 835,047 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $38,379,119 | 680,843 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $41,009,116 | 674,603 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $31,152,434 | 540,747 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $31,007,041 | 534,512 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||