Position in O
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$512,595
+$219,788 QoQ
Shares Held
8,273
+72.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#822
of 1,452 holders
Holding Since
Mar 2021
21 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, 2026B. Riley Wealth Advisors, Inc. holds $1,001,493 across 2 REIT - Retail names. O ranks #1 (51.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
8,273 | $512,595 | |
| 2 | SPG |
Simon Property Group Inc.
|
2,186 | $488,898 |
All Filings in O
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,595 | 8,273 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $292,807 | 4,786 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $248,197 | 4,403 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $244,375 | 4,020 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $323,883 | 5,622 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $675,102 | 12,640 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $786,344 | 12,399 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $700,498 | 13,262 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $472,725 | 8,738 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $483,074 | 8,413 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $436,375 | 8,738 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $468,992 | 7,844 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $790,486 | 12,484 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $664,619 | 10,478 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $521,763 | 8,965 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $616,251 | 9,028 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $744,559 | 10,744 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $849,057 | 11,860 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $524,781 | 8,091 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $528,046 | 7,912 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $435,482 | 6,858 | Shares | Other | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||