Position in O
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,129,406
+$38,689 QoQ
Shares Held
18,228
+2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#626
of 1,449 holders
Holding Since
Mar 2020
25 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, 2026NWAM LLC holds $2,395,712 across 2 REIT - Retail names. O ranks #2 (47.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
5,662 | $1,266,306 | |
| 2 | O |
Realty Income Corp
This page
|
18,228 | $1,129,406 |
All Filings in O
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,129,406 | 18,228 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,090,717 | 17,828 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $998,199 | 17,708 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,081,940 | 17,798 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $1,010,537 | 17,541 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $1,034,492 | 17,833 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $961,753 | 18,007 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,084,038 | 17,093 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $988,684 | 18,718 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,002,418 | 18,529 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $972,809 | 16,942 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $715,989 | 14,337 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $925,489 | 15,479 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $952,586 | 15,044 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $968,195 | 15,264 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $815,964 | 14,020 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,082,262 | 15,855 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,111,572 | 16,040 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,082,583 | 15,122 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,056,049 | 16,282 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,071,776 | 16,059 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,009,141 | 15,892 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $957,168 | 15,396 | Shares | Sole | 2021-01-22 | |
| 2020-06-30 | $572,270 | 9,618 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $394,243 | 7,907 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||