Position in O
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$295,982
-$5,329 QoQ
Shares Held
4,777
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,005
of 1,449 holders
Holding Since
Mar 2020
23 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, 2026Stockman Wealth Management, Inc. holds $295,982 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
|
4,777 | $295,982 |
All Filings in O
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,982 | 4,777 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $301,311 | 4,925 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $202,734 | 3,335 | Shares | Sole | 2025-10-16 | |
| 2024-12-31 | $203,919 | 3,818 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $258,246 | 4,072 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $200,980 | 3,805 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $234,469 | 4,334 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $246,216 | 4,288 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $252,846 | 5,063 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $449,680 | 7,521 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $848,551 | 13,401 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $848,249 | 13,373 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $776,620 | 13,344 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $909,086 | 13,318 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $921,135 | 13,292 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $949,784 | 13,267 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $501,367 | 7,730 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $515,899 | 7,730 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $490,854 | 7,730 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $480,573 | 7,730 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $469,597 | 7,730 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $459,934 | 7,730 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $385,418 | 7,730 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||