Position in O
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$352,428
-$1,559 QoQ
Shares Held
5,688
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#944
of 1,449 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $592,627 across 2 REIT - Retail names. O ranks #1 (59.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
5,688 | $352,428 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,074 | $240,199 |
All Filings in O
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,428 | 5,688 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $353,987 | 5,786 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $289,064 | 5,128 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $310,818 | 5,113 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $285,975 | 4,964 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $232,735 | 4,012 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $217,720 | 3,433 | Shares | Other | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||