Position in O
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,708,615
+$214,442 QoQ
Shares Held
59,855
+4.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#373
of 1,449 holders
Holding Since
Jun 2021
8 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Linscomb Wealth, Inc. holds $4,454,792 across 2 REIT - Retail names. O ranks #1 (83.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
59,855 | $3,708,615 | |
| 2 | KIM |
Kimco Realty Corp
|
29,435 | $746,177 |
All Filings in O
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,708,615 | 59,855 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,494,173 | 57,113 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,650,633 | 64,762 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,349,772 | 55,104 | Shares | Sole | 2025-11-05 | |
| 2022-06-30 | $201,640 | 2,954 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $204,712 | 2,954 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $221,499 | 3,094 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $218,373 | 3,272 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||