Valeo Financial Advisors, LLC

Position in O — Realty Income Corp

CIK 1722641 CARMEL, IN

Position in O

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$396,729

+$65,317 QoQ

Shares Held

6,403

+18.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#895

of 1,449 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $2,093,561 across 2 REIT - Retail names. O ranks #2 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SPG	Simon Property Group Inc.	7,587	$1,696,832
2	O	Realty Income Corp This page	6,403	$396,729

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$396,729	6,403	+18.2%	Shares	Sole	2026-07-08
2026-03-31	$331,412	5,417	-36.7%	Shares	Sole	2026-05-08
2025-12-31	$482,696	8,563	+1.0%	Shares	Sole	2026-02-04
2025-09-30	$515,256	8,476	+1.1%	Shares	Sole	2025-11-03
2025-06-30	$483,002	8,384	+22.1%	Shares	Sole	2025-09-12
2025-03-31	$398,412	6,868	-11.0%	Shares	Sole	2025-04-30
2024-12-31	$412,271	7,719	+2.4%	Shares	Sole	2025-01-30
2024-09-30	$477,933	7,536	-4.4%	Shares	Sole	2024-10-10
2024-06-30	$416,380	7,883	-13.0%	Shares	Sole	2024-07-10
2024-03-31	$490,037	9,058	-5.6%	Shares	Sole	2024-04-25
2023-12-31	$551,232	9,600	+61.5%	Shares	Sole	2024-01-29
2023-09-30	$296,843	5,944	+27.6%	Shares	Sole	2023-10-20
2023-06-30	$278,561	4,659	+25.4%	Shares	Sole	2023-07-14
2023-03-31	$235,233	3,715	-15.1%	Shares	Sole	2023-04-17
2022-12-31	$277,569	4,376	+19.8%	Shares	Sole	2023-02-09
2022-03-31	$253,152	3,653	+109.8%	Shares	Sole	2022-04-28
2021-03-31	$110,553	1,741	+1.6%	Shares	Sole	2021-04-12
2020-12-31	$106,559	1,714	+0.5%	Shares	Sole	2021-02-11
2020-09-30	$103,639	1,706	-45.7%	Shares	Sole	2020-10-28
2020-06-30	$186,889	3,141	+118.9%	Shares	Sole	2020-07-20
2020-03-31	$71,549	1,435	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.