Avior Wealth Management, LLC

Position in O — Realty Income Corp

CIK 1599868 OMAHA, NE

Position in O

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$509,373

-$241,244 QoQ

Shares Held

8,221

-33.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#823

of 1,452 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Avior Wealth Management, LLC holds $1,613,346 across 3 REIT - Retail names. O ranks #2 (31.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PECO	Phillips Edison & Company, Inc.	21,001	$874,061
2	O	Realty Income Corp This page	8,221	$509,373
3	SPG	Simon Property Group Inc.	1,028	$229,912

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$509,373	8,221	-33.0%	Shares	Sole	2026-07-07
2026-03-31	$750,617	12,269	-39.0%	Shares	Sole	2026-04-09
2025-12-31	$1,133,600	20,110	+17.3%	Shares	Sole	2026-01-06
2025-09-30	$1,042,183	17,144	+0.2%	Shares	Sole	2025-11-14
2025-06-30	$985,534	17,107	+0.3%	Shares	Sole	2025-07-17
2025-03-31	$989,766	17,062	+24.3%	Shares	Sole	2025-04-21
2024-12-31	$733,052	13,725	+28.8%	Shares	Sole	2025-01-17
2024-09-30	$675,930	10,658	-11.7%	Shares	Sole	2024-11-08
2024-06-30	$637,590	12,071	+33.1%	Shares	Sole	2024-08-13
2024-03-31	$490,632	9,069	+36.7%	Shares	Sole	2024-04-30
2023-12-31	$380,924	6,634	-9.9%	Shares	Sole	2024-01-30
2023-09-30	$367,608	7,361	-2.8%	Shares	Sole	2023-10-17
2023-06-30	$452,610	7,570	-4.2%	Shares	Sole	2023-07-19
2023-03-31	$500,544	7,905	+65.3%	Shares	Sole	2023-05-10
2022-12-31	$303,385	4,783	+0.2%	Shares	Sole	2023-02-14
2022-09-30	$277,846	4,774	+50.9%	Shares	Sole	2022-10-26
2022-06-30	$215,906	3,163	+1.0%	Shares	Sole	2022-08-10
2022-03-31	$217,116	3,133	+0.3%	Shares	Sole	2022-05-13
2021-12-31	$223,718	3,125	+0.2%	Shares	Sole	2022-02-14
2021-09-30	$202,233	3,118	+0.4%	Shares	Sole	2021-11-02
2021-06-30	$207,361	3,107	+0.2%	Shares	Sole	2021-07-27
2021-03-31	$196,913	3,101	-0.8%	Shares	Sole	2021-05-11
2020-12-31	$194,405	3,127	+1.6%	Shares	Sole	2021-02-09
2020-09-30	$186,927	3,077	+28.9%	Shares	Sole	2020-10-20
2020-06-30	$142,026	2,387	+6.7%	Shares	Sole	2020-07-02
2020-03-31	$111,536	2,237	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.