Position in O
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,346,824
+$206,858 QoQ
Shares Held
21,737
+16.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#586
of 1,449 holders
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $1,846,458 across 2 REIT - Retail names. O ranks #1 (72.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
21,737 | $1,346,824 | |
| 2 | SPG |
Simon Property Group Inc.
|
2,234 | $499,634 |
All Filings in O
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,346,824 | 21,737 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,139,966 | 18,633 | Shares | Sole | 2026-05-07 | |
| 2023-12-31 | $544,743 | 9,487 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $372,901 | 7,467 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $215,901 | 3,611 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $576,718 | 9,108 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $605,122 | 9,540 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $472,293 | 8,115 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $537,001 | 7,867 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $484,060 | 6,985 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $388,590 | 5,428 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $277,081 | 4,272 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $318,483 | 4,772 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||