Position in O
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$626,973
+$136,861 QoQ
Shares Held
10,119
+26.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#776
of 1,449 holders
Holding Since
Mar 2020
26 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, 2026Focused Wealth Management, Inc holds $626,973 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
|
10,119 | $626,973 |
All Filings in O
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $626,973 | 10,119 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $490,112 | 8,011 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $450,227 | 7,987 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $483,949 | 7,961 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $456,444 | 7,923 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $462,107 | 7,966 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $431,926 | 8,087 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $526,449 | 8,301 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $435,236 | 8,240 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $325,249 | 6,012 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $322,700 | 5,620 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $283,609 | 5,679 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $338,530 | 5,662 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $363,330 | 5,738 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $362,565 | 5,716 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $334,417 | 5,746 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $390,856 | 5,726 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $434,025 | 6,263 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $580,022 | 8,102 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $507,204 | 7,820 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $477,924 | 7,161 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $445,706 | 7,019 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $435,500 | 7,005 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $449,064 | 7,392 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $436,372 | 7,334 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $365,174 | 7,324 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||