W.G. Shaheen & Associates DBA Whitney & Co
Position in O — Realty Income Corp
CIK 1577001
ROCHESTER, NY
Position in O
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$306,702
+$3,861 QoQ
Shares Held
4,950
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#998
of 1,452 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026W.G. Shaheen & Associates DBA Whitney & Co holds $4,889,066 across 2 REIT - Retail names. O ranks #2 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
20,489 | $4,582,364 | |
| 2 | O |
Realty Income Corp
This page
|
4,950 | $306,702 |
All Filings in O
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,702 | 4,950 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $302,841 | 4,950 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $279,031 | 4,950 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $319,147 | 5,250 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $319,735 | 5,550 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $321,955 | 5,550 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $307,107 | 5,750 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $429,733 | 6,776 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $356,535 | 6,750 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $375,995 | 6,950 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $353,133 | 6,150 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $337,095 | 6,750 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $403,582 | 6,750 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $427,410 | 6,750 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $428,152 | 6,750 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $417,294 | 7,170 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $499,663 | 7,320 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $476,091 | 6,870 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $428,824 | 5,990 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $351,540 | 5,420 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $355,056 | 5,320 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $318,134 | 5,010 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||