Independent Advisor Alliance

Position in O — Realty Income Corp

CIK 1696899 CHARLOTTE, NC

Position in O

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,129,715

+$88,861 QoQ

Shares Held

18,233

+7.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#625

of 1,449 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Independent Advisor Alliance holds $17,941,060 across 4 REIT - Retail names. O ranks #2 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	68,672	$15,358,492
2	O	Realty Income Corp This page	18,233	$1,129,715
3	FRT	Federal Realty Investment Trust	6,958	$858,895
4	PECO	Phillips Edison & Company, Inc.	14,271	$593,958

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,129,715	18,233	+7.2%	Shares	Sole	2026-08-12
2026-03-31	$1,040,854	17,013	-10.5%	Shares	Sole	2026-05-12
2025-12-31	$1,071,762	19,013	-1.8%	Shares	Sole	2026-02-04
2025-09-30	$1,176,408	19,352	+7.2%	Shares	Sole	2025-11-04
2025-06-30	$1,040,320	18,058	-9.4%	Shares	Sole	2025-08-11
2025-03-31	$1,156,370	19,934	-17.4%	Shares	Sole	2025-05-12
2024-12-31	$1,288,996	24,134	+9.9%	Shares	Sole	2025-02-07
2024-09-30	$1,392,576	21,958	+7.7%	Shares	Sole	2024-11-13
2024-06-30	$1,076,840	20,387	+5.9%	Shares	Sole	2024-08-12
2024-03-31	$1,041,154	19,245	-5.6%	Shares	Sole	2024-05-08
2023-12-31	$1,170,162	20,379	-15.0%	Shares	Sole	2024-02-08
2023-09-30	$1,197,161	23,972	-2.9%	Shares	Sole	2023-10-24
2023-06-30	$1,475,796	24,683	-7.2%	Shares	Sole	2023-07-28
2023-03-31	$1,684,122	26,597	-35.2%	Shares	Sole	2023-05-12
2022-12-31	$2,604,943	41,068	-3.9%	Shares	Sole	2023-02-13
2022-09-30	$2,486,944	42,731	+31.1%	Shares	Sole	2022-11-04
2022-06-30	$2,224,047	32,582	+10.2%	Shares	Sole	2022-08-04
2022-03-31	$2,049,062	29,568	+124.9%	Shares	Sole	2022-05-06
2021-12-31	$941,050	13,145	+38.3%	Shares	Sole	2022-02-11
2021-09-30	$616,493	9,505	+2.4%	Shares	Sole	2021-11-01
2021-06-30	$619,480	9,282	+7.1%	Shares	Sole	2021-08-12
2021-03-31	$550,290	8,666	+0.0%	Shares	Sole	2021-05-14
2020-12-31	$538,516	8,662	+1.8%	Shares	Sole	2021-02-11
2020-09-30	$517,043	8,511	-3.3%	Shares	Sole	2020-11-04
2020-06-30	$523,718	8,802	-3.1%	Shares	Sole	2020-08-06
2020-03-31	$452,779	9,081	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.