Position in O
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,267,956
+$507,882 QoQ
Shares Held
52,743
+16.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#399
of 1,452 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Waverly Advisors, LLC holds $7,852,379 across 6 REIT - Retail names. O ranks #1 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
52,743 | $3,267,956 | |
| 2 | SPG |
Simon Property Group Inc.
|
7,132 | $1,595,071 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
34,807 | $1,448,667 | |
| 4 | NNN |
Nnn REIT, Inc.
|
14,166 | $659,143 | |
| 5 | FRT |
Federal Realty Investment Trust
|
3,820 | $471,540 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
11,582 | $410,002 |
All Filings in O
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,267,956 | 52,743 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,760,074 | 45,114 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,310,098 | 40,981 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,167,345 | 35,653 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,954,304 | 33,923 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,637,274 | 28,224 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,487,201 | 27,845 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,399,742 | 22,071 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,117,459 | 21,156 | Shares | Other | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||