Steward Partners Investment Advisory, LLC
Position in O — Realty Income Corp
CIK 1723397
STAMFORD, CT
Position in O
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,358,211
+$729,523 QoQ
Shares Held
247,873
+3.7% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#176
of 1,449 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $28,209,379 across 21 REIT - Retail names. O ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
247,873 | $15,358,211 | |
| 2 | SPG |
Simon Property Group Inc.
|
21,963 | $4,912,024 | |
| 3 | FRT |
Federal Realty Investment Trust
|
18,677 | $2,305,488 | |
| 4 | BRX |
Brixmor Property Group Inc.
|
53,679 | $1,692,498 | |
| 5 | NNN |
Nnn REIT, Inc.
|
27,016 | $1,257,054 | |
| 6 | KIM |
Kimco Realty Corp
|
31,164 | $790,007 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
18,452 | $550,792 | |
| 8 | REG |
Regency Centers Corp
|
5,605 | $446,942 |
All Filings in O
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,358,211 | 247,873 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $14,628,688 | 239,109 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $12,311,264 | 218,401 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $12,773,194 | 210,120 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,959,243 | 259,664 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,150,611 | 243,934 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,396,732 | 213,382 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,263,593 | 51,460 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,071,547 | 39,219 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,177,254 | 40,245 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,411,812 | 42,003 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,128,992 | 42,631 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,364,096 | 39,540 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,543,057 | 40,162 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,036,394 | 47,870 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,938,750 | 50,494 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,384,808 | 49,587 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,335,478 | 48,131 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,383,956 | 61,237 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,868,248 | 59,640 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,362,225 | 50,378 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,092,132 | 48,695 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,001,685 | 32,197 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,098,123 | 34,537 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,041,919 | 34,318 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,760,209 | 35,303 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||