Position in O
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,436,494
+$39,990 QoQ
Shares Held
87,742
-0.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#310
of 1,449 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Alpha Omega Wealth Management LLC holds $13,931,168 across 2 REIT - Retail names. O ranks #2 (39.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
37,982 | $8,494,674 | |
| 2 | O |
Realty Income Corp
This page
|
87,742 | $5,436,494 |
All Filings in O
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,436,494 | 87,742 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,396,504 | 88,207 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $4,955,035 | 87,902 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,297,909 | 87,151 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,986,260 | 86,552 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $5,028,828 | 86,689 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $4,824,204 | 90,324 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,819,165 | 91,756 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $4,974,006 | 94,169 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $5,056,023 | 93,457 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||