NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Position in O — Realty Income Corp

CIK 1109767 CEDAR RAPIDS, IA

Position in O

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$849,099

+$26,779 QoQ

Shares Held

13,704

+2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#692

of 1,449 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $849,099 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	13,704	$849,099

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$849,099	13,704	+2.0%	Shares	Sole	2026-07-23
2026-03-31	$822,320	13,441	+1.5%	Shares	Sole	2026-04-15
2025-12-31	$746,620	13,245	+5.4%	Shares	Sole	2026-01-26
2025-09-30	$763,765	12,564	+0.7%	Shares	Sole	2025-10-28
2025-06-30	$718,742	12,476	+14.8%	Shares	Sole	2025-08-11
2025-03-31	$630,684	10,872	+2.4%	Shares	Sole	2025-05-13
2024-12-31	$566,947	10,615	-63.3%	Shares	Sole	2025-01-30
2024-09-30	$1,834,233	28,922	+48.3%	Shares	Sole	2024-11-04
2024-06-30	$1,030,306	19,506	+0.5%	Shares	Sole	2024-07-29
2024-03-31	$1,050,297	19,414	-1.7%	Shares	Sole	2024-04-23
2023-12-31	$1,134,102	19,751	+54.5%	Shares	Sole	2024-02-09
2023-09-30	$638,532	12,786	+30.2%	Shares	Sole	2023-11-14
2023-06-30	$587,078	9,819	+131.3%	Shares	Sole	2023-08-14
2023-03-31	$268,856	4,246	-9.8%	Shares	Sole	2023-05-15
2022-12-31	$298,628	4,708	-1.6%	Shares	Sole	2023-02-07
2022-09-30	$278,370	4,783	+1.1%	Shares	Sole	2022-11-14
2022-06-30	$323,006	4,732	+4.5%	Shares	Sole	2022-08-15
2022-03-31	$313,790	4,528	-8.7%	Shares	Sole	2022-05-13
2021-12-31	$355,229	4,962	+60.1%	Shares	Sole	2022-02-10
2021-06-30	$206,893	3,100	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.