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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in O — Realty Income Corp

CIK 1631073 WASHINGTON, DC
Back to O Full portfolio

Position in O

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$6,010
+$1,544 QoQ
Shares Held
97
+32.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,374
of 1,452 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, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $22,352 across 6 REIT - Retail names. O ranks #2 (26.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SPG
Simon Property Group Inc.
 48 $10,735
2 O
Realty Income Corp
This page 		97 $6,010
3 CBL
Cbl & Associates Properties Inc
 40 $2,123
4 REG
Regency Centers Corp
 18 $1,435
5 KIM
Kimco Realty Corp
 52 $1,318
6 AKR
Acadia Realty Trust
 35 $731

All Filings in O

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,010 97
2026-03-31 $4,466 73
2025-12-31 $4,115 73
2025-09-30 $4,437 73
2025-06-30 $3,283 57
2025-03-31 $3,306 57
2024-12-31 $3,044 57
2024-09-30 $3,614 57
2024-06-30 $3,010 57
2024-03-31 $3,083 57
2023-12-31 $3,272 57
2023-09-30 $2,846 57
2023-06-30 $3,408 57
2023-03-31 $3,609 57
2022-12-31 $3,615 57
2022-09-30 $5,878 101
2022-06-30 $6,894 101
2022-03-31 $6,999 101
2021-12-31 $7,373 103
2021-09-30 $3,959 63
2021-06-30 $4,074 63
2021-03-31 $3,876 63
2020-12-31 $2,951 49
2020-09-30 $1,707 29
2020-06-30 $1,326 23
2020-03-31 $2,802 58

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