Gradient Investments LLC

Position in O — Realty Income Corp

CIK 1542265 ARDEN HILLS, MN

Position in O

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$248,087

+$18,915 QoQ

Shares Held

4,004

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,059

of 1,449 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Gradient Investments LLC holds $248,087 across 1 REIT - Retail name. O ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	O	Realty Income Corp This page	4,004	$248,087

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$248,087	4,004	+0.7%	Shares	Sole	2026-07-08
2025-06-30	$229,172	3,978	+37.8%	Shares	Sole	2025-07-08
2024-06-30	$152,438	2,886	-10.7%	Shares	Sole	2024-07-18
2024-03-31	$174,743	3,230	+8.1%	Shares	Sole	2024-04-23
2023-12-31	$171,513	2,987	0.0%	Shares	Sole	2024-01-18
2023-09-30	$149,170	2,987	0.0%	Shares	Sole	2023-10-27
2023-06-30	$178,592	2,987	+138.4%	Shares	Sole	2023-07-11
2023-03-31	$79,339	1,253	+2.7%	Shares	Sole	2023-04-17
2022-12-31	$77,384	1,220	-15.2%	Shares	Sole	2023-01-10
2022-09-30	$83,749	1,439	+0.8%	Shares	Sole	2022-10-14
2022-06-30	$97,407	1,427	+25.1%	Shares	Sole	2022-07-11
2022-03-31	$79,071	1,141	-63.6%	Shares	Sole	2022-05-26
2021-12-31	$224,577	3,137	+8.8%	Shares	Sole	2022-01-12
2021-09-30	$186,991	2,883	0.0%	Shares	Sole	2021-10-18
2021-06-30	$192,411	2,883	-10.7%	Shares	Sole	2021-07-12
2021-03-31	$205,041	3,229	+1881.0%	Shares	Sole	2021-04-21
2020-12-31	$10,133	163	0.0%	Shares	Sole	2021-01-08
2020-09-30	$9,902	163	0.0%	Shares	Sole	2020-10-06
2020-06-30	$9,698	163	0.0%	Shares	Sole	2020-07-10
2020-03-31	$8,127	163	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.