Position in O
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,562,603
+$45,658 QoQ
Shares Held
41,359
+0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#453
of 1,452 holders
Holding Since
Dec 2023
11 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, 2026Florida Trust Wealth Management Co holds $2,562,603 across 1 REIT - Retail name. O ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
41,359 | $2,562,603 |
All Filings in O
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,562,603 | 41,359 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $2,516,945 | 41,140 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,324,416 | 41,235 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,506,675 | 41,235 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $2,364,025 | 41,035 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,483,291 | 42,808 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $2,320,823 | 43,453 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $3,172,268 | 50,020 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $3,066,517 | 58,056 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $3,167,284 | 58,545 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $3,696,584 | 64,378 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||