Cornerstone Wealth Management, LLC

Position in O — Realty Income Corp

CIK 1674117 ST. PETERS, MO

Position in O

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$219,028

-$107,000 QoQ

Shares Held

3,535

-33.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,104

of 1,452 holders

Holding Since

Jun 2020

17 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Real Estate · as of Jun 30, 2026

Cornerstone Wealth Management, LLC holds $546,227 across 2 REIT - Retail names. O ranks #2 (40.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SPG	Simon Property Group Inc.	1,463	$327,199
2	O	Realty Income Corp This page	3,535	$219,028

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$219,028	3,535	-33.7%	Shares	Sole	2026-07-22
2026-03-31	$326,028	5,329	-2.5%	Shares	Sole	2026-04-24
2025-12-31	$308,174	5,467	+8.6%	Shares	Sole	2026-02-05
2025-09-30	$306,016	5,034	-19.0%	Shares	Sole	2025-11-04
2025-06-30	$357,988	6,214	+28.4%	Shares	Sole	2025-08-12
2025-03-31	$280,768	4,840	+18.6%	Shares	Sole	2025-04-18
2024-12-31	$218,019	4,082	+15.4%	Shares	Sole	2025-01-21
2024-09-30	$224,253	3,536	-10.2%	Shares	Sole	2024-10-16
2024-06-30	$208,057	3,939	-4.7%	Shares	Sole	2024-07-16
2024-03-31	$223,703	4,135	-2.9%	Shares	Sole	2024-04-19
2023-12-31	$244,436	4,257	-0.9%	Shares	Sole	2024-01-10
2023-06-30	$256,738	4,294	+31.4%	Shares	Sole	2023-07-14
2023-03-31	$206,993	3,269	+7.0%	Shares	Sole	2023-05-15
2022-06-30	$208,602	3,056	-11.1%	Shares	Sole	2022-08-04
2021-12-31	$246,126	3,438	-3.8%	Shares	Sole	2022-02-14
2020-09-30	$217,181	3,575	+2.6%	Shares	Sole	2020-10-13
2020-06-30	$207,297	3,484	—	Shares	Sole	2020-07-16
No filing history on record for this holder in this stock.