Position in O
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$219,648
+$2,765 QoQ
Shares Held
3,545
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,103
of 1,452 holders
Holding Since
Dec 2021
17 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, 2026ProVise Management Group, LLC holds $219,648 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
|
3,545 | $219,648 |
All Filings in O
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,648 | 3,545 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $216,883 | 3,545 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $202,255 | 3,588 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $243,585 | 4,007 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $207,338 | 3,599 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $239,383 | 4,482 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $313,865 | 4,949 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $241,017 | 4,563 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $423,711 | 7,832 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $210,272 | 3,662 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $218,950 | 3,662 | Shares | Sole | 2023-08-24 | |
| 2023-03-31 | $240,299 | 3,795 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $241,287 | 3,804 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $223,546 | 3,841 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $261,845 | 3,836 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $265,904 | 3,837 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $274,690 | 3,837 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||