Position in O
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,010
+$76 QoQ
Shares Held
97
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,375
of 1,452 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Mascoma Wealth Management LLC holds $8,470 across 2 REIT - Retail names. O ranks #1 (71.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
97 | $6,010 | |
| 2 | SPG |
Simon Property Group Inc.
|
11 | $2,460 |
All Filings in O
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,010 | 97 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,934 | 97 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,467 | 97 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,072 | 67 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,859 | 67 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,886 | 67 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,578 | 67 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,249 | 67 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,538 | 67 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,624 | 67 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $7,349 | 128 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $6,392 | 128 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $7,653 | 128 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $23,808 | 376 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $23,849 | 376 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $21,883 | 376 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $25,665 | 376 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $26,056 | 376 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $26,917 | 376 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $24,452 | 377 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $23,939 | 377 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||