Position in O
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$233,899
-$17,428 QoQ
Shares Held
3,775
-8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,077
of 1,449 holders
Holding Since
Dec 2024
7 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, 2026RICHARDS, MERRILL & PETERSON, INC. holds $233,899 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
|
3,775 | $233,899 |
All Filings in O
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,899 | 3,775 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $251,327 | 4,108 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $254,115 | 4,508 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $274,041 | 4,508 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $230,900 | 4,008 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $224,382 | 3,868 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $206,589 | 3,868 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||