West Family Investments, Inc.

Position in O — Realty Income Corp

CIK 1568303 CARLSBAD, CA

Position in O

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$235,509

+$7,492 QoQ

Shares Held

3,801

+2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,074

of 1,452 holders

Holding Since

Jun 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

West Family Investments, Inc. holds $1,869,677 across 4 REIT - Retail names. O ranks #3 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NNN	Nnn REIT, Inc.	16,746	$779,191
2	FRT	Federal Realty Investment Trust	5,167	$637,814
3	O	Realty Income Corp This page	3,801	$235,509
4	KRG	Kite Realty Group Trust	7,652	$217,163

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$235,509	3,801	+2.0%	Shares	Sole	2026-08-10
2026-03-31	$228,017	3,727	-22.7%	Shares	Sole	2026-05-07
2025-09-30	$292,947	4,819	+2.9%	Shares	Sole	2025-11-12
2025-06-30	$269,787	4,683	+25.2%	Shares	Sole	2025-08-13
2025-03-31	$217,015	3,741	-35.5%	Shares	Sole	2025-05-02
2024-12-31	$309,831	5,801	+21.3%	Shares	Sole	2025-02-07
2024-09-30	$303,337	4,783	+7.2%	Shares	Sole	2024-11-08
2024-06-30	$235,682	4,462	-1.8%	Shares	Sole	2024-08-05
2024-03-31	$245,830	4,544	+16.9%	Shares	Sole	2024-05-13
2023-03-31	$246,188	3,888	-16.5%	Shares	Sole	2023-05-03
2022-12-31	$295,456	4,658	-20.5%	Shares	Sole	2023-02-08
2022-09-30	$340,993	5,859	+18.2%	Shares	Sole	2022-11-04
2022-06-30	$338,433	4,958	-28.2%	Shares	Sole	2022-08-12
2022-03-31	$478,585	6,906	-4.7%	Shares	Sole	2022-05-13
2021-12-31	$518,597	7,244	+64.5%	Shares	Sole	2022-02-15
2021-09-30	$285,578	4,403	+3.3%	Shares	Sole	2022-02-15
2021-06-30	$284,445	4,262	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.