Position in O
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$358,004
New position
Shares Held
5,778
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#934
of 1,449 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026LVW Advisors, LLC holds $358,004 across 1 REIT - Retail name. O ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
5,778 | $358,004 |
All Filings in O
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,004 | 5,778 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||