Position in O
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$334,584
-$11,327 QoQ
Shares Held
5,400
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#962
of 1,449 holders
Holding Since
Dec 2023
10 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, 2026CWA Asset Management Group, LLC holds $1,075,760 across 2 REIT - Retail names. O ranks #2 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
3,314 | $741,176 | |
| 2 | O |
Realty Income Corp
This page
|
5,400 | $334,584 |
All Filings in O
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,584 | 5,400 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $345,911 | 5,654 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $317,644 | 5,635 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $535,924 | 8,816 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $467,850 | 8,121 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $476,610 | 8,216 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $402,123 | 7,529 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $516,873 | 8,150 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $529,314 | 9,784 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $378,627 | 6,594 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||