Position in O
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$573,068
+$68,517 QoQ
Shares Held
9,249
+12.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#796
of 1,449 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $788,548 across 2 REIT - Retail names. O ranks #1 (72.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
9,249 | $573,068 | |
| 2 | NNN |
Nnn REIT, Inc.
|
4,631 | $215,480 |
All Filings in O
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,068 | 9,249 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $504,551 | 8,247 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $439,742 | 7,801 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $548,265 | 9,019 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $553,862 | 9,614 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $550,108 | 9,483 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $555,357 | 10,398 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $695,780 | 10,971 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $562,638 | 10,652 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $539,160 | 9,966 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $596,191 | 10,383 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $449,609 | 9,003 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $478,080 | 7,996 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $568,486 | 8,978 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $490,440 | 7,732 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $499,996 | 8,591 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $638,026 | 9,347 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $558,973 | 8,066 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $396,966 | 5,545 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $296,993 | 4,579 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $321,019 | 4,810 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $320,992 | 5,055 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $298,975 | 4,809 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||