UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in O — Realty Income Corp

CIK 1463217 IRVING, TX

Back to O Full portfolio

Position in O

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,852,975

-$55,412 QoQ

Shares Held

29,906

-4.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#523

of 1,452 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in O Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $10,049,373 across 10 REIT - Retail names. O ranks #2 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	14,809	$3,312,032
2	O	Realty Income Corp This page	29,906	$1,852,975
3	KIM	Kimco Realty Corp	47,164	$1,195,607
4	REG	Regency Centers Corp	11,989	$956,002
5	NNN	Nnn REIT, Inc.	11,847	$551,240
6	CBL	Cbl & Associates Properties Inc	10,155	$539,128
7	ADC	Agree Realty Corp	6,586	$498,823
8	BRX	Brixmor Property Group Inc.	14,690	$463,175

All Filings in O

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,852,975	29,906	-4.1%	Shares	Defined	2026-08-17
2026-03-31	$1,908,387	31,193	+14.8%	Shares	Defined	2026-05-15
2025-12-31	$1,531,403	27,167	-3.3%	Shares	Defined	2026-02-17
2025-09-30	$1,708,502	28,105	+3.3%	Shares	Defined	2025-11-14
2025-06-30	$1,566,703	27,195	+63.1%	Shares	Defined	2025-08-11
2025-03-31	$967,490	16,678	+14.5%	Shares	Defined	2025-05-13
2024-12-31	$778,023	14,567	-9.8%	Shares	Defined	2025-02-13
2024-09-30	$1,024,169	16,149	-0.3%	Shares	Defined	2024-11-12
2024-06-30	$855,948	16,205	+17.3%	Shares	Defined	2024-08-14
2024-03-31	$747,337	13,814	+0.5%	Shares	Defined	2024-05-15
2023-12-31	$789,065	13,742	+12.0%	Shares	Defined	2024-02-14
2023-09-30	$612,963	12,274	-42.7%	Shares	Defined	2023-11-14
2023-06-30	$1,281,479	21,433	-8.2%	Shares	Defined	2023-08-14
2023-03-31	$1,477,952	23,341	-54.5%	Shares	Defined	2023-08-15
2022-12-31	$3,252,817	51,282	+4.5%	Shares	Defined	2023-02-15
2022-09-30	$2,855,990	49,072	-0.7%	Shares	Defined	2022-11-14
2022-06-30	$3,373,750	49,425	-2.9%	Shares	Defined	2022-08-11
2022-03-31	$3,529,171	50,926	+1.9%	Shares	Defined	2022-05-16
2021-12-31	$3,578,354	49,984	+4.6%	Shares	Defined	2022-02-14
2021-09-30	$3,099,722	47,791	+0.1%	Shares	Defined	2021-11-15
2021-06-30	$3,185,965	47,737	+3.6%	Shares	Defined	2021-08-13
2021-03-31	$2,924,682	46,058	-16.7%	Shares	Defined	2021-05-14
2020-12-31	$3,436,319	55,273	-0.5%	Shares	Defined	2021-02-17
2020-09-30	$3,374,845	55,553	+13.1%	Shares	Defined	2020-11-13
2020-06-30	$2,923,054	49,127	-4.1%	Shares	Defined	2020-08-13
2020-03-31	$2,553,382	51,211	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.