Position in O
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$530,439
+$210,285 QoQ
Shares Held
8,561
+63.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#816
of 1,452 holders
Holding Since
Sep 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Composition Wealth, LLC holds $4,716,374 across 6 REIT - Retail names. O ranks #2 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
14,271 | $3,191,709 | |
| 2 | O |
Realty Income Corp
This page
|
8,561 | $530,439 | |
| 3 | KIM |
Kimco Realty Corp
|
11,649 | $295,302 | |
| 4 | NNN |
Nnn REIT, Inc.
|
5,816 | $270,618 | |
| 5 | REG |
Regency Centers Corp
|
2,847 | $227,019 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
6,384 | $201,287 |
All Filings in O
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $530,439 | 8,561 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $320,154 | 5,233 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $231,906 | 4,114 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $212,217 | 3,491 | Shares | Sole | 2025-10-20 | |
| 2024-06-30 | $1,036,592 | 19,625 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,095,903 | 20,257 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,132,666 | 19,726 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $982,519 | 19,674 | Shares | Sole | 2023-10-25 | |
| 2020-09-30 | $232,065 | 3,820 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||