Position in O
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$389,232
+$3,921 QoQ
Shares Held
6,282
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#902
of 1,452 holders
Holding Since
Sep 2024
5 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, 2026BSW Wealth Partners holds $650,231 across 2 REIT - Retail names. O ranks #1 (59.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
6,282 | $389,232 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,167 | $260,999 |
All Filings in O
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,232 | 6,282 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $385,311 | 6,298 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $293,574 | 5,208 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $322,977 | 5,313 | Shares | Sole | 2025-10-15 | |
| 2024-09-30 | $215,564 | 3,399 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||