Position in O
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$67,102
+$845 QoQ
Shares Held
1,083
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,216
of 1,452 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Heritage Wealth Advisors holds $291,830 across 6 REIT - Retail names. O ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
1,900 | $88,407 | |
| 2 | O |
Realty Income Corp
This page
|
1,083 | $67,102 | |
| 3 | EPRT |
Essential Properties Realty Trust, Inc.
|
1,750 | $52,237 | |
| 4 | IVT |
InvenTrust Properties Corp.
|
1,250 | $44,250 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
1,000 | $31,530 | |
| 6 | PINE |
Alpine Income Property Trust, Inc.
|
400 | $8,304 |
All Filings in O
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,102 | 1,083 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $66,257 | 1,083 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $61,048 | 1,083 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $65,835 | 1,083 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $62,391 | 1,083 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $62,824 | 1,083 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $83,479 | 1,563 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $102,740 | 1,620 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $74,129 | 1,291 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $61,426 | 1,230 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $83,706 | 1,400 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $79,150 | 1,250 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $79,287 | 1,250 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $72,750 | 1,250 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $85,325 | 1,250 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $79,695 | 1,150 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $82,328 | 1,150 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $68,102 | 1,050 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $63,402 | 950 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $60,324 | 950 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $40,410 | 650 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $39,487 | 650 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $38,674 | 650 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $32,409 | 650 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||