WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in O — Realty Income Corp
CIK 1632972
PLYMOUTH, MN
Position in O
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$28,167,822
-$14,089,892 QoQ
Shares Held
460,409
-38.6% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 7.361498146213476.ToString("F0")%
Shared 0.ToString("F0")%
None 92.63850185378652.ToString("F0")%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $55,421,723 across 16 REIT - Retail names. O ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
460,409 | $28,167,822 | |
| 2 | SPG |
Simon Property Group Inc.
|
30,171 | $5,627,796 | |
| 3 | ADC |
Agree Realty Corp
|
57,451 | $4,330,656 | |
| 4 | FRT |
Federal Realty Investment Trust
|
40,552 | $4,307,027 | |
| 5 | NNN |
Nnn REIT, Inc.
|
89,048 | $3,742,687 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
|
53,088 | $1,986,552 | |
| 7 | REG |
Regency Centers Corp
|
19,101 | $1,445,181 | |
| 8 | KIM |
Kimco Realty Corp
|
62,448 | $1,403,206 |
All Filings in O
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,167,822 | 460,409 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $42,257,714 | 749,649 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $40,657,567 | 668,820 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $15,829,499 | 274,770 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $15,604,225 | 268,992 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $13,534,040 | 253,399 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $9,466,893 | 149,273 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,341,240 | 138,986 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $6,984,093 | 129,096 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,934,529 | 103,353 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $4,799,533 | 96,106 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $974,397 | 16,297 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,085,874 | 17,149 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||