Position in O
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$249,946
+$7,001 QoQ
Shares Held
4,034
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,058
of 1,452 holders
Holding Since
Mar 2021
9 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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $249,946 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
|
4,034 | $249,946 |
All Filings in O
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,946 | 4,034 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $242,945 | 3,971 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $216,573 | 3,842 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $267,901 | 4,407 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $247,492 | 4,296 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $241,959 | 4,171 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $315,599 | 5,909 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $369,802 | 5,831 | Shares | Sole | 2024-10-22 | |
| 2021-03-31 | $265,874 | 4,187 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||