FIRST FOUNDATION ADVISORS

Endowment

Position in O — Realty Income Corp

CIK 1086763 Irvine, CA

Position in O

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,722,956

+$17,455 QoQ

Shares Held

43,947

-0.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#438

of 1,449 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 58% Shared 0% None 42%

Real Estate · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $4,406,357 across 3 REIT - Retail names. O ranks #1 (61.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp This page	43,947	$2,722,956
2	PECO	Phillips Edison & Company, Inc.	34,493	$1,435,598
3	SPG	Simon Property Group Inc.	1,108	$247,803

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,722,956	43,947	-0.6%	Shares	Sole	2026-08-14
2026-03-31	$2,705,501	44,222	-1.6%	Shares	Sole	2026-05-04
2025-12-31	$2,532,647	44,929	-1.9%	Shares	Defined	2026-02-04
2025-09-30	$2,785,214	45,817	-28.4%	Shares	Sole	2025-11-17
2025-06-30	$3,688,018	64,017	-4.5%	Shares	Sole	2025-08-14
2025-03-31	$3,887,249	67,010	-0.8%	Shares	Sole	2025-05-08
2024-12-31	$3,607,150	67,537	-3.8%	Shares	Sole	2025-02-13
2024-09-30	$4,450,498	70,175	-7.8%	Shares	Sole	2024-11-14
2024-06-30	$4,019,495	76,098	-5.7%	Shares	Sole	2024-08-06
2024-03-31	$4,366,951	80,720	-4.4%	Shares	Sole	2024-05-10
2023-12-31	$4,849,807	84,462	-10.4%	Shares	Sole	2024-02-14
2023-09-30	$4,709,540	94,304	-11.3%	Shares	Defined	2023-11-15
2023-06-30	$6,353,584	106,265	-16.2%	Shares	Defined	2023-08-14
2023-03-31	$8,028,975	126,800	-62.7%	Shares	Sole	2023-05-12
2022-12-31	$21,566,834	340,010	-56.6%	Shares	Sole	2023-02-14
2022-09-30	$45,596,557	783,446	-2.6%	Shares	Sole	2022-11-14
2022-06-30	$54,928,685	804,698	+1.7%	Shares	Sole	2022-08-12
2022-03-31	$54,812,211	790,941	-0.9%	Shares	Defined	2022-05-05
2021-12-31	$57,163,254	798,481	+8084.5%	Shares	Defined	2022-02-14
2021-09-30	$632,773	9,756	+5.2%	Shares	Sole	2021-11-15
2021-06-30	$618,746	9,271	+9.4%	Shares	Sole	2021-08-13
2021-03-31	$538,352	8,478	+46.0%	Shares	Sole	2021-05-18
2020-12-31	$360,896	5,805	+0.1%	Shares	Sole	2021-02-16
2020-09-30	$352,167	5,797	+0.8%	Shares	Sole	2020-11-12
2020-06-30	$342,124	5,750	+13.4%	Shares	Sole	2020-08-14
2020-03-31	$252,840	5,071	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.