Capital Asset Advisory Services LLC

Position in O — Realty Income Corp

CIK 1666024 Williamston, MI

Position in O

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$371,450

+$166,274 QoQ

Shares Held

5,995

+109.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#925

of 1,449 holders

Holding Since

Dec 2020

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Capital Asset Advisory Services LLC holds $2,164,706 across 3 REIT - Retail names. O ranks #3 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	6,216	$1,390,208
2	PECO	Phillips Edison & Company, Inc.	9,684	$403,048
3	O	Realty Income Corp This page	5,995	$371,450

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$371,450	5,995	+109.2%	Shares	Sole	2026-08-14
2021-12-31	$205,176	2,866	+476.7%	Shares	Sole	2022-02-04
2020-12-31	$30,898	497	—	Shares	Sole	2021-03-02
No filing history on record for this holder in this stock.