Position in O
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$84,451
+$4,673 QoQ
Shares Held
1,363
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,198
of 1,449 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Darwin Wealth Management, LLC holds $88,253 across 2 REIT - Retail names. O ranks #1 (95.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
1,363 | $84,451 | |
| 2 | SPG |
Simon Property Group Inc.
|
17 | $3,802 |
All Filings in O
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,451 | 1,363 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $79,778 | 1,304 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $72,097 | 1,279 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $57,993 | 954 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $69,535 | 1,207 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $66,073 | 1,139 | Shares | Sole | 2025-08-18 | |
| 2024-12-31 | $60,833 | 1,139 | Shares | Sole | 2025-09-02 | |
| 2024-09-30 | $64,624 | 1,019 | Shares | Sole | 2024-11-08 | |
| 2020-03-31 | $31,560 | 633 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||