Position in O
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$236,439
+$7,565 QoQ
Shares Held
3,816
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,071
of 1,449 holders
Holding Since
Dec 2021
7 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026WBH ADVISORY INC holds $236,439 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
|
3,816 | $236,439 |
All Filings in O
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,439 | 3,816 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $228,874 | 3,741 | Shares | Sole | 2026-04-27 | |
| 2023-12-31 | $202,692 | 3,530 | Shares | Sole | 2024-01-09 | |
| 2023-03-31 | $254,356 | 4,017 | Shares | Sole | 2023-04-20 | |
| 2022-09-30 | $212,721 | 3,655 | Shares | Sole | 2022-10-18 | |
| 2022-03-31 | $200,346 | 2,891 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $206,680 | 2,887 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||