Perigon Wealth Management, LLC

Position in O — Realty Income Corp

CIK 1575239 SAN FRANCISCO, CA

Position in O

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,200,227

-$42,277 QoQ

Shares Held

19,371

-4.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#608

of 1,452 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Real Estate · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $5,410,582 across 6 REIT - Retail names. O ranks #3 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	8,223	$1,839,073
2	BRX	Brixmor Property Group Inc.	46,090	$1,453,217
3	O	Realty Income Corp This page	19,371	$1,200,227
4	IVT	InvenTrust Properties Corp.	9,968	$352,867
5	MAC	Macerich Co	11,916	$300,164
6	NNN	Nnn REIT, Inc.	5,696	$265,034

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,200,227	19,371	-4.6%	Shares	Sole	2026-08-07
2026-03-31	$1,242,504	20,309	+3.2%	Shares	Sole	2026-04-10
2025-12-31	$1,108,854	19,671	-0.9%	Shares	Sole	2026-01-16
2025-09-30	$1,207,046	19,856	+40.7%	Shares	Sole	2025-10-17
2025-06-30	$813,165	14,115	-1.3%	Shares	Sole	2025-07-16
2025-03-31	$829,949	14,307	-4.6%	Shares	Sole	2025-04-23
2024-12-31	$800,722	14,992	-0.4%	Shares	Sole	2025-01-22
2024-09-30	$954,597	15,052	+0.7%	Shares	Sole	2024-10-16
2024-06-30	$789,606	14,949	+0.4%	Shares	Sole	2024-08-02
2024-03-31	$805,170	14,883	+10.4%	Shares	Sole	2024-04-29
2023-12-31	$774,366	13,486	+70.1%	Shares	Sole	2024-01-29
2023-09-30	$395,924	7,928	-2.0%	Shares	Sole	2023-10-30
2023-06-30	$483,760	8,091	-1.7%	Shares	Sole	2023-08-02
2023-03-31	$521,186	8,231	+3.2%	Shares	Sole	2023-05-03
2022-12-31	$506,107	7,979	+879.0%	Shares	Sole	2023-05-01
2020-12-31	$50,668	815	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.