Wealthcare Advisory Partners LLC

Position in O — Realty Income Corp

CIK 1683059 WEST CHESTER, PA

Position in O

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,194,871

-$398,732 QoQ

Shares Held

35,424

-16.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#486

of 1,452 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Wealthcare Advisory Partners LLC holds $3,687,083 across 5 REIT - Retail names. O ranks #1 (59.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp This page	35,424	$2,194,871
2	SPG	Simon Property Group Inc.	2,608	$583,279
3	KIM	Kimco Realty Corp	12,514	$317,229
4	NNN	Nnn REIT, Inc.	6,763	$314,682
5	PECO	Phillips Edison & Company, Inc.	6,656	$277,022

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,194,871	35,424	-16.4%	Shares	Sole	2026-07-09
2026-03-31	$2,593,603	42,393	+31.3%	Shares	Sole	2026-04-14
2025-12-31	$1,819,510	32,278	-14.4%	Shares	Sole	2026-01-14
2025-09-30	$2,291,357	37,693	+16.4%	Shares	Sole	2025-11-07
2025-06-30	$1,865,123	32,375	+45.4%	Shares	Sole	2025-07-22
2025-03-31	$1,291,824	22,269	+10.2%	Shares	Sole	2025-04-15
2024-12-31	$1,079,042	20,203	+20.3%	Shares	Sole	2025-01-15
2024-09-30	$1,064,758	16,789	+205.0%	Shares	Sole	2024-11-04
2023-03-31	$348,513	5,504	+16.0%	Shares	Sole	2023-05-04
2022-12-31	$300,848	4,743	-17.6%	Shares	Sole	2023-02-13
2022-09-30	$334,882	5,754	+3.2%	Shares	Sole	2022-11-14
2022-06-30	$380,686	5,577	+3.1%	Shares	Sole	2022-08-15
2022-03-31	$374,774	5,408	+0.8%	Shares	Sole	2022-04-15
2021-12-31	$384,223	5,367	+8.8%	Shares	Sole	2022-02-11
2021-03-31	$313,372	4,935	+27.3%	Shares	Sole	2021-04-30
2020-09-30	$235,588	3,878	-7.8%	Shares	Sole	2020-10-29
2020-03-31	$209,811	4,208	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.