Position in O
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$655,970
-$128,847 QoQ
Shares Held
10,587
-17.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#766
of 1,449 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Meridian Wealth Management, LLC holds $991,892 across 2 REIT - Retail names. O ranks #1 (66.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
10,587 | $655,970 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,502 | $335,922 |
All Filings in O
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,970 | 10,587 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $784,817 | 12,828 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $731,682 | 12,980 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $330,515 | 5,437 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $313,571 | 5,443 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $323,695 | 5,580 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $290,443 | 5,438 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $338,789 | 5,342 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $339,811 | 5,918 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $538,852 | 10,790 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $313,897 | 5,250 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $299,946 | 4,737 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $301,546 | 4,754 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $273,423 | 4,698 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $391,880 | 5,741 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $244,351 | 3,526 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||