Position in O
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,915,059
-$62,156 QoQ
Shares Held
30,908
-4.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#513
of 1,452 holders
Holding Since
Mar 2021
9 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, 2026WealthShield Partners, LLC holds $1,915,059 across 1 REIT - Retail name. O ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
30,908 | $1,915,059 |
All Filings in O
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,915,059 | 30,908 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,977,215 | 32,318 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,528,979 | 27,124 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,868,623 | 30,739 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,783,490 | 30,958 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,712,049 | 29,513 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,314,259 | 24,607 | Shares | Sole | 2025-02-04 | |
| 2021-06-30 | $63,803 | 956 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $55,371 | 872 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||