Dakota Wealth Management

Position in O — Realty Income Corp

CIK 1631353 PALM BEACH GARDENS, FL

Position in O

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

Position Value

$3,835,076

+$63,085 QoQ

Shares Held

61,896

+0.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#363

of 1,452 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Dakota Wealth Management holds $4,065,813 across 2 REIT - Retail names. O ranks #1 (94.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	O	Realty Income Corp This page	61,896	$3,835,076
2	IVT	InvenTrust Properties Corp.	6,518	$230,737

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,835,076	61,896	+0.4%	Shares	Defined	2026-08-07
2026-03-31	$3,771,991	61,654	-4.4%	Shares	Defined	2026-05-07
2025-12-31	$3,636,823	64,517	-0.0%	Shares	Defined	2026-01-13
2025-09-30	$3,923,204	64,537	-10.4%	Shares	Defined	2025-11-10
2025-06-30	$4,147,228	71,988	-2.5%	Shares	Defined	2025-07-16
2025-03-31	$4,285,256	73,871	+22.9%	Shares	Defined	2025-05-02
2024-12-31	$3,210,314	60,107	-5.2%	Shares	Sole	2025-01-17
2024-09-30	$4,020,637	63,397	-5.4%	Shares	Defined	2024-10-23
2024-06-30	$3,541,422	67,047	-0.2%	Shares	Defined	2024-07-22
2024-03-31	$3,635,520	67,200	-0.3%	Shares	Defined	2024-04-24
2023-12-31	$3,870,280	67,403	-3.6%	Shares	Defined	2024-01-30
2023-09-30	$3,491,704	69,918	+1.6%	Shares	Other	2023-10-24
2023-06-30	$4,114,268	68,812	-1.3%	Shares	Sole	2023-07-31
2023-03-31	$4,415,999	69,741	+1.7%	Shares	Other	2023-04-14
2022-12-31	$4,350,726	68,591	+3.6%	Shares	Other	2023-02-08
2022-09-30	$3,851,908	66,184	—	Shares	Sole	2022-11-10
No filing history on record for this holder in this stock.