Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in O — Realty Income Corp
CIK 1510434
Seattle, WA
Position in O
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$397,596
-$37,087 QoQ
Shares Held
6,417
-9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#285
of 524 holders
Holding Since
Mar 2020
17 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, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $3,684,370 across 6 REIT - Retail names. O ranks #5 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
24,347 | $1,132,865 | |
| 2 | REG |
Regency Centers Corp
|
9,852 | $785,597 | |
| 3 | FRT |
Federal Realty Investment Trust
|
5,537 | $683,486 | |
| 4 | WSR |
Whitestone REIT
|
21,646 | $410,408 | |
| 5 | O |
Realty Income Corp
This page
|
6,417 | $397,596 | |
| 6 | SPG |
Simon Property Group Inc.
|
1,227 | $274,418 |
All Filings in O
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,596 | 6,417 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $434,683 | 7,105 | Shares | Other | 2026-05-04 | |
| 2025-09-30 | $212,217 | 3,491 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $239,232 | 4,124 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $870,101 | 16,291 | Shares | Other | 2025-01-22 | |
| 2024-09-30 | $1,058,733 | 16,694 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $602,148 | 11,400 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $238,472 | 4,408 | Shares | Sole | 2024-05-07 | |
| 2023-06-30 | $257,934 | 4,314 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $349,526 | 5,520 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $289,748 | 4,568 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $434,928 | 7,473 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $373,586 | 5,473 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $449,549 | 6,487 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $958,733 | 13,392 | Shares | Sole | 2022-02-14 | |
| 2020-06-30 | $216,758 | 3,643 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $259,820 | 5,211 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||