Position in O
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$23,482
-$4,171 QoQ
Shares Held
379
-16.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,296
of 1,449 holders
Holding Since
Sep 2022
16 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, 2026BARRETT & COMPANY, INC. holds $23,482 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
|
379 | $23,482 |
All Filings in O
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,482 | 379 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $27,653 | 452 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $25,479 | 452 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $18,358 | 302 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $17,398 | 302 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $17,519 | 302 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $15,168 | 284 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $18,011 | 284 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $15,000 | 284 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $15,364 | 284 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $16,307 | 284 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $14,182 | 284 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $16,980 | 284 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $17,982 | 284 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $18,014 | 284 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $16,528 | 284 | Shares | Sole | 2023-06-13 | |
| No filing history on record for this holder in this stock. | ||||||