Position in O
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,225,960
+$322,004 QoQ
Shares Held
52,729
+2.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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 Mar 31, 2026EP Wealth Advisors, LLC holds $7,212,296 across 11 REIT - Retail names. O ranks #1 (44.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
52,729 | $3,225,960 | |
| 2 | NNN |
Nnn REIT, Inc.
|
20,383 | $856,697 | |
| 3 | WSR |
Whitestone REIT
|
43,897 | $708,936 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
11,177 | $418,243 | |
| 5 | SPG |
Simon Property Group Inc.
|
1,884 | $351,422 | |
| 6 | ADC |
Agree Realty Corp
|
4,510 | $339,963 | |
| 7 | REG |
Regency Centers Corp
|
4,436 | $335,627 | |
| 8 | KRG |
Kite Realty Group Trust
|
10,410 | $255,565 |
All Filings in O
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,225,960 | 52,729 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,903,956 | 51,516 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $3,154,896 | 54,763 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,786,104 | 48,028 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,568,006 | 48,081 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,786,421 | 43,936 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,060,032 | 39,001 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,004,853 | 18,574 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $907,121 | 15,798 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $760,436 | 15,227 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $2,292,169 | 38,337 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $329,264 | 5,200 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $824,843 | 13,004 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $867,243 | 12,705 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $607,622 | 8,768 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $634,358 | 8,861 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $489,757 | 7,551 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $550,204 | 8,244 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $360,997 | 5,685 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $330,308 | 5,313 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $320,152 | 5,270 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $339,685 | 5,709 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $404,464 | 8,112 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||