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Equibles

TD PRIVATE CLIENT WEALTH LLC

Position in O — Realty Income Corp

CIK 1551017 NEW YORK, NY
Back to O Full portfolio

Position in O

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$1,920,016
-$391,180 QoQ
Shares Held
30,988
-18.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#511
of 1,452 holders
Holding Since
Mar 2020
26 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, 2026

TD PRIVATE CLIENT WEALTH LLC holds $5,300,084 across 16 REIT - Retail names. O ranks #2 (36.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KIM
Kimco Realty Corp
 111,054 $2,815,218
2 O
Realty Income Corp
This page 		30,988 $1,920,016
3 NNN
Nnn REIT, Inc.
 6,482 $301,607
4 SPG
Simon Property Group Inc.
 662 $148,056
5 REG
Regency Centers Corp
 750 $59,805
6 EPRT
Essential Properties Realty Trust, Inc.
 755 $22,536
7 FRT
Federal Realty Investment Trust
 87 $10,739
8 SKT
Tanger Inc.
 200 $7,894

All Filings in O

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,920,016 30,988
2026-03-31 $2,311,196 37,777
2025-12-31 $3,142,852 55,754
2025-09-30 $3,925,878 64,581
2025-06-30 $3,413,219 59,247
2025-03-31 $3,065,074 52,837
2024-12-31 $2,480,093 46,435
2024-09-30 $3,346,990 52,775
2024-06-30 $2,812,770 53,252
2024-03-31 $1,879,596 34,743
2023-12-31 $1,469,492 25,592
2023-09-30 $1,715,938 34,360
2023-06-30 $2,264,904 37,881
2023-03-31 $2,595,740 40,994
2022-12-31 $2,240,347 35,320
2022-09-30 $2,222,599 38,189
2022-06-30 $2,503,572 36,677
2022-03-31 $2,556,684 36,893
2021-12-31 $2,167,458 30,276
2021-09-30 $1,981,666 30,553
2021-06-30 $1,349,415 20,219
2021-03-31 $33,210 523
2020-12-31 $87,224 1,403
2020-09-30 $86,994 1,432
2020-06-30 $87,881 1,477
2020-03-31 $80,623 1,617

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