AE Wealth Management LLC

Position in O — Realty Income Corp

CIK 1697723 TOPEKA, KS

Position in O

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,339,008

+$186,503 QoQ

Shares Held

21,611

+14.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#590

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

AE Wealth Management LLC holds $6,319,305 across 7 REIT - Retail names. O ranks #2 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PECO	Phillips Edison & Company, Inc.	42,773	$1,780,195
2	O	Realty Income Corp This page	21,611	$1,339,008
3	SPG	Simon Property Group Inc.	5,670	$1,268,077
4	KIM	Kimco Realty Corp	25,401	$643,913
5	KRG	Kite Realty Group Trust	21,764	$617,660
6	MAC	Macerich Co	16,664	$419,754
7	REG	Regency Centers Corp	3,144	$250,698

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,339,008	21,611	+14.7%	Shares	Other	2026-08-03
2026-03-31	$1,152,505	18,838	-12.4%	Shares	Other	2026-05-13
2025-12-31	$1,212,401	21,508	+5.8%	Shares	Other	2026-01-26
2025-09-30	$1,235,797	20,329	+15.2%	Shares	Other	2025-11-03
2025-06-30	$1,016,641	17,647	+21.1%	Shares	Other	2025-08-06
2025-03-31	$845,668	14,578	+14.9%	Shares	Other	2025-05-06
2024-12-31	$677,772	12,690	+20.7%	Shares	Sole	2025-02-13
2024-09-30	$666,670	10,512	-6.8%	Shares	Sole	2024-11-14
2024-06-30	$595,649	11,277	+29.9%	Shares	Other	2024-08-12
2024-03-31	$469,478	8,678	-89.0%	Shares	Other	2024-05-15
2023-12-31	$4,522,628	78,764	-5.1%	Shares	Sole	2024-02-14
2023-09-30	$4,143,921	82,978	+39.0%	Shares	Sole	2023-10-11
2023-06-30	$3,570,060	59,710	-9.8%	Shares	Sole	2023-07-10
2023-03-31	$4,192,100	66,205	+2.8%	Shares	Sole	2023-04-14
2022-12-31	$4,083,559	64,379	+8.4%	Shares	Sole	2023-01-31
2022-09-30	$3,458,011	59,416	-1.9%	Shares	Sole	2022-10-25
2022-06-30	$4,135,395	60,583	+2.7%	Shares	Sole	2022-08-03
2022-03-31	$4,086,898	58,974	+10.1%	Shares	Sole	2022-04-18
2021-12-31	$3,834,431	53,561	+49.2%	Shares	Sole	2022-01-20
2021-09-30	$2,327,694	35,888	+30.7%	Shares	Sole	2021-11-01
2021-06-30	$1,832,212	27,453	+91.7%	Shares	Sole	2021-07-21
2021-03-31	$909,510	14,323	-64.6%	Shares	Sole	2021-04-27
2020-12-31	$2,518,815	40,515	+7.4%	Shares	Sole	2021-02-01
2020-09-30	$2,291,004	37,712	-14.0%	Shares	Sole	2020-11-06
2020-06-30	$2,610,620	43,876	+28.4%	Shares	Sole	2020-08-05
2020-03-31	$1,703,667	34,169	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.