EVERMAY WEALTH MANAGEMENT LLC

Position in O — Realty Income Corp

CIK 1066816 ARLINGTON, VA

Position in O

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$14,746

+$186 QoQ

Shares Held

238

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,326

of 1,452 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

EVERMAY WEALTH MANAGEMENT LLC holds $14,746 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	238	$14,746

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,746	238	0.0%	Shares	Sole	2026-07-27
2026-03-31	$14,560	238	0.0%	Shares	Sole	2026-05-12
2025-12-31	$13,416	238	0.0%	Shares	Sole	2026-01-22
2025-09-30	$14,468	238	0.0%	Shares	Sole	2025-11-05
2025-06-30	$13,711	238	0.0%	Shares	Sole	2025-07-30
2025-03-31	$13,806	238	0.0%	Shares	Sole	2025-05-07
2024-12-31	$12,711	238	0.0%	Shares	Sole	2025-01-24
2024-09-30	$15,093	238	0.0%	Shares	Sole	2024-10-25
2024-06-30	$12,571	238	0.0%	Shares	Sole	2024-08-01
2024-03-31	$12,875	238	-2.5%	Shares	Sole	2024-05-14
2023-12-31	$14,010	244	+2.5%	Shares	Sole	2024-02-12
2023-09-30	$11,885	238	0.0%	Shares	Sole	2023-11-14
2023-06-30	$14,230	238	+48.8%	Shares	Sole	2023-08-10
2023-03-31	$10,131	160	+28.0%	Shares	Sole	2023-05-15
2022-12-31	$7,928	125	0.0%	Shares	Sole	2023-01-19
2022-09-30	$7,275	125	+171.7%	Shares	Sole	2022-11-14
2022-06-30	$3,139	46	-90.8%	Shares	Sole	2022-08-15
2022-03-31	$34,650	500	0.0%	Shares	Sole	2022-05-16
2021-12-31	$35,795	500	0.0%	Shares	Sole	2022-02-14
2021-09-30	$32,429	500	0.0%	Shares	Sole	2021-11-12
2021-06-30	$33,369	500	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.