Aptus Capital Advisors, LLC

Position in O — Realty Income Corp

CIK 1664193 FAIRHOPE, AL

Position in O

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$499,211

-$21,063 QoQ

Shares Held

8,057

-5.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#832

of 1,457 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 58% Shared 0% None 42%

Real Estate · as of Jun 30, 2026

Aptus Capital Advisors, LLC holds $15,006,615 across 3 REIT - Retail names. O ranks #3 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPRT	Essential Properties Realty Trust, Inc.	339,369	$10,130,164
2	FCPT	Four Corners Property Trust, Inc.	178,299	$4,377,240
3	O	Realty Income Corp This page	8,057	$499,211

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$499,211	8,057	-5.3%	Shares	Sole	2026-08-12
2026-03-31	$520,274	8,504	-5.5%	Shares	Sole	2026-05-11
2025-12-31	$507,104	8,996	-17.0%	Shares	Sole	2026-02-13
2025-09-30	$659,206	10,844	+6.5%	Shares	Sole	2025-11-12
2025-06-30	$586,469	10,180	+17.7%	Shares	Sole	2025-08-11
2025-03-31	$501,902	8,652	-0.0%	Shares	Sole	2025-05-13
2024-12-31	$462,210	8,654	+32.8%	Shares	Sole	2025-02-14
2024-09-30	$413,434	6,519	-18.4%	Shares	Sole	2024-11-05
2024-06-30	$421,820	7,986	+10.9%	Shares	Sole	2024-07-31
2024-03-31	$389,520	7,200	+19.4%	Shares	Sole	2024-05-15
2023-12-31	$346,357	6,032	-33.3%	Shares	Sole	2024-02-13
2023-09-30	$451,757	9,046	+10.1%	Shares	Sole	2023-11-08
2023-06-30	$491,294	8,217	-21.1%	Shares	Sole	2023-08-11
2023-03-31	$659,794	10,420	+201.9%	Shares	Sole	2023-05-09
2022-12-31	$218,960	3,452	+6.9%	Shares	Sole	2023-02-13
2022-03-31	$223,839	3,230	+3.7%	Shares	Sole	2022-05-04
2021-12-31	$222,931	3,114	—	Shares	Sole	2022-02-02
No filing history on record for this holder in this stock.