OneDigital Investment Advisors LLC

Position in O — Realty Income Corp

CIK 1690370 OVERLAND PARK, KS

Position in O

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$5,174,775

-$383,550 QoQ

Shares Held

83,518

-8.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#320

of 1,452 holders

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $6,744,661 across 5 REIT - Retail names. O ranks #1 (76.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp This page	83,518	$5,174,775
2	SPG	Simon Property Group Inc.	2,710	$606,091
3	PECO	Phillips Edison & Company, Inc.	12,683	$527,866
4	ADC	Agree Realty Corp	2,996	$226,917
5	NNN	Nnn REIT, Inc.	4,492	$209,012

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,174,775	83,518	-8.1%	Shares	Sole	2026-08-07
2026-03-31	$5,558,325	90,852	+2.5%	Shares	Sole	2026-05-08
2025-12-31	$4,998,215	88,668	+687.9%	Shares	Sole	2026-02-13
2025-09-30	$684,130	11,254	+26.3%	Shares	Sole	2025-11-10
2025-06-30	$513,535	8,914	+6.7%	Shares	Sole	2025-08-07
2025-03-31	$484,615	8,354	-29.4%	Shares	Sole	2025-04-29
2024-12-31	$632,267	11,838	-15.8%	Shares	Sole	2025-02-13
2024-09-30	$891,938	14,064	+36.0%	Shares	Sole	2024-11-06
2024-06-30	$546,370	10,344	+1.2%	Shares	Sole	2024-08-02
2024-03-31	$552,902	10,220	+47.6%	Shares	Sole	2024-05-10
2023-12-31	$397,461	6,922	-4.1%	Shares	Sole	2024-02-13
2023-09-30	$360,516	7,219	-38.0%	Shares	Sole	2023-11-14
2023-06-30	$696,075	11,642	+2.2%	Shares	Sole	2023-08-07
2023-03-31	$721,594	11,396	+4.8%	Shares	Sole	2023-05-10
2022-12-31	$689,610	10,872	-7.5%	Shares	Sole	2023-02-02
2022-09-30	$683,791	11,749	+13.3%	Shares	Sole	2022-11-08
2022-06-30	$707,719	10,368	+74.8%	Shares	Sole	2022-08-08
2022-03-31	$410,949	5,930	+48.1%	Shares	Sole	2022-05-05
2021-12-31	$286,574	4,003	+3.5%	Shares	Sole	2022-02-23
2021-03-31	$245,490	3,866	+2.0%	Shares	Sole	2021-05-10
2020-12-31	$235,686	3,791	-1.3%	Shares	Sole	2021-02-08
2020-09-30	$233,219	3,839	—	Shares	Sole	2020-10-09
No filing history on record for this holder in this stock.