SVB WEALTH LLC

Position in O — Realty Income Corp

CIK 1626116 BOSTON, MA

Position in O

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$698,473

+$6,776 QoQ

Shares Held

11,273

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#748

of 1,452 holders

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Real Estate · as of Jun 30, 2026

SVB WEALTH LLC holds $1,154,045 across 2 REIT - Retail names. O ranks #1 (60.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	O	Realty Income Corp This page	11,273	$698,473
2	SPG	Simon Property Group Inc.	2,037	$455,572

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$698,473	11,273	-0.3%	Shares	Sole	2026-07-17
2026-03-31	$691,697	11,306	+3.5%	Shares	Sole	2026-04-17
2025-12-31	$615,728	10,923	-1.8%	Shares	Sole	2026-02-04
2025-09-30	$676,470	11,128	-26.9%	Shares	Sole	2025-11-06
2025-06-30	$877,455	15,231	-6.9%	Shares	Sole	2025-08-14
2024-12-31	$873,466	16,354	-21.2%	Shares	Sole	2025-02-05
2024-06-30	$1,095,750	20,745	-3.7%	Shares	Sole	2024-08-06
2024-03-31	$1,164,880	21,532	+181.2%	Shares	Sole	2024-05-15
2023-12-31	$439,606	7,656	+53.8%	Shares	Sole	2024-01-30
2023-09-30	$248,651	4,979	-2.3%	Shares	Sole	2023-10-23
2023-06-30	$304,629	5,095	-22.3%	Shares	Sole	2023-07-24
2023-03-31	$415,379	6,560	-11.8%	Shares	Sole	2023-05-12
2022-12-31	$471,664	7,436	+11.6%	Shares	Sole	2023-02-10
2022-09-30	$387,902	6,665	+25.0%	Shares	Sole	2022-11-09
2022-06-30	$363,825	5,330	+13.7%	Shares	Sole	2022-08-16
2022-03-31	$324,739	4,686	+8.6%	Shares	Sole	2022-05-13
2021-12-31	$308,910	4,315	+39.6%	Shares	Sole	2022-02-15
2021-09-30	$200,546	3,092	—	Shares	Sole	2021-11-09
No filing history on record for this holder in this stock.