Position in O
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$113,820
+$1,066 QoQ
Shares Held
1,837
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,183
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, 2026JFS WEALTH ADVISORS, LLC holds $136,777 across 15 REIT - Retail names. O ranks #1 (83.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
1,837 | $113,820 | |
| 2 | SPG |
Simon Property Group Inc.
|
49 | $10,958 | |
| 3 | KIM |
Kimco Realty Corp
|
142 | $3,599 | |
| 4 | MAC |
Macerich Co
|
66 | $1,662 | |
| 5 | SKT |
Tanger Inc.
|
40 | $1,578 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
36 | $1,074 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
21 | $874 | |
| 8 | FRT |
Federal Realty Investment Trust
|
4 | $493 |
All Filings in O
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,820 | 1,837 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $112,754 | 1,843 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $103,889 | 1,843 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $108,814 | 1,790 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $34,162 | 593 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $34,747 | 599 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $192,596 | 3,606 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $228,248 | 3,599 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $33,223 | 629 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $36,463 | 674 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $50,070 | 872 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $55,583 | 1,113 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $66,546 | 1,113 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $70,475 | 1,113 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $70,597 | 1,113 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $64,776 | 1,113 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $82,867 | 1,214 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $83,437 | 1,204 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $64,574 | 902 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $100,922 | 1,556 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $140,153 | 2,100 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $106,044 | 1,670 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $103,823 | 1,670 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $101,452 | 1,670 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $99,364 | 1,670 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $83,266 | 1,670 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||