Belpointe Asset Management LLC

Position in O — Realty Income Corp

CIK 1721242 RENO, NV

Position in O

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,242,607

-$16,905 QoQ

Shares Held

20,055

-2.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#599

of 1,452 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Belpointe Asset Management LLC holds $4,188,961 across 5 REIT - Retail names. O ranks #1 (29.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp This page	20,055	$1,242,607
2	FRT	Federal Realty Investment Trust	8,639	$1,066,398
3	SPG	Simon Property Group Inc.	4,451	$995,466
4	REG	Regency Centers Corp	8,115	$647,090
5	PECO	Phillips Edison & Company, Inc.	5,704	$237,400

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,242,607	20,055	-2.6%	Shares	Sole	2026-07-31
2026-03-31	$1,259,512	20,587	-19.6%	Shares	Sole	2026-04-28
2025-12-31	$1,442,733	25,594	-20.0%	Shares	Sole	2026-01-27
2025-09-30	$1,944,246	31,983	-17.5%	Shares	Sole	2025-11-03
2025-06-30	$2,232,675	38,755	+5.2%	Shares	Sole	2025-07-22
2025-03-31	$2,137,436	36,846	+78.4%	Shares	Other	2025-05-20
2024-12-31	$1,103,023	20,652	-24.0%	Shares	Sole	2025-02-13
2024-09-30	$1,722,867	27,166	+44.6%	Shares	Sole	2024-11-13
2024-06-30	$992,646	18,793	-21.4%	Shares	Sole	2024-08-02
2024-03-31	$1,294,288	23,924	-1.8%	Shares	Other	2024-05-08
2023-12-31	$1,398,693	24,359	+15.6%	Shares	Other	2024-02-13
2023-09-30	$1,051,936	21,064	+7.1%	Shares	Other	2023-11-15
2023-06-30	$1,176,188	19,672	-26.9%	Shares	Sole	2023-08-15
2023-03-31	$1,704,257	26,915	-4.8%	Shares	Sole	2023-05-15
2022-12-31	$1,792,975	28,267	+8.9%	Shares	Sole	2023-02-08
2022-09-30	$1,511,046	25,963	+7.7%	Shares	Sole	2022-11-14
2022-06-30	$1,645,134	24,101	+13.2%	Shares	Sole	2022-08-02
2022-03-31	$1,475,674	21,294	+11.3%	Shares	Sole	2022-04-28
2021-12-31	$1,369,158	19,125	+5.5%	Shares	Sole	2022-02-15
2021-09-30	$1,175,392	18,122	+2.2%	Shares	Sole	2021-11-15
2021-06-30	$1,183,432	17,732	+218.0%	Shares	Sole	2021-08-09
2021-03-31	$354,075	5,576	+2.7%	Shares	Sole	2021-05-14
2020-12-31	$337,645	5,431	+13.5%	Shares	Sole	2021-02-16
2020-09-30	$290,810	4,787	+2.9%	Shares	Sole	2020-11-13
2020-06-30	$276,793	4,652	-3.9%	Shares	Sole	2020-07-20
2020-03-31	$241,372	4,841	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.