Forvis Mazars Wealth Advisors, LLC

Position in O — Realty Income Corp

CIK 1352864 Springfield, MO

Position in O

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$329,255

-$19,409 QoQ

Shares Held

5,314

-6.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#967

of 1,449 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $329,255 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	5,314	$329,255

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$329,255	5,314	-6.8%	Shares	Sole	2026-08-10
2026-03-31	$348,664	5,699	-1.2%	Shares	Sole	2026-05-01
2025-12-31	$325,198	5,769	+5.4%	Shares	Sole	2026-02-10
2025-09-30	$332,886	5,476	-2.2%	Shares	Sole	2025-10-30
2025-06-30	$322,673	5,601	+4.0%	Shares	Sole	2025-07-29
2025-03-31	$312,441	5,386	-3.3%	Shares	Sole	2025-05-13
2024-12-31	$297,386	5,568	-1.6%	Shares	Sole	2025-02-04
2024-09-30	$358,766	5,657	+0.0%	Shares	Sole	2024-11-14
2024-06-30	$298,697	5,655	+0.7%	Shares	Sole	2024-08-09
2024-03-31	$303,717	5,614	+13.2%	Shares	Sole	2024-04-19
2023-12-31	$284,860	4,961	-7.4%	Shares	Sole	2024-01-11
2023-09-30	$267,478	5,356	-0.1%	Shares	Sole	2023-10-26
2023-06-30	$320,593	5,362	+0.1%	Shares	Sole	2023-08-08
2023-03-31	$339,268	5,358	+7.1%	Shares	Sole	2023-04-27
2022-12-31	$317,276	5,002	+1.0%	Shares	Sole	2023-02-03
2022-09-30	$288,148	4,951	-16.7%	Shares	Sole	2022-10-14
2022-06-30	$405,942	5,947	+50.9%	Shares	Sole	2022-07-22
2022-03-31	$273,180	3,942	+0.1%	Shares	Sole	2022-05-10
2021-12-31	$281,921	3,938	+1.1%	Shares	Sole	2022-01-14
2021-09-30	$252,759	3,897	—	Shares	Sole	2021-10-14
No filing history on record for this holder in this stock.