Position in O
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$678,833
+$40,665 QoQ
Shares Held
10,956
+5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#757
of 1,452 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Buckley Wealth Management, LLC holds $678,833 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
|
10,956 | $678,833 |
All Filings in O
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $678,833 | 10,956 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $638,168 | 10,431 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $498,423 | 8,842 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $570,453 | 9,384 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $558,010 | 9,686 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $579,635 | 9,992 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $518,504 | 9,708 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $599,319 | 9,450 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $489,852 | 9,274 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $501,831 | 9,276 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $513,105 | 8,936 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $485,366 | 9,719 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $745,521 | 12,469 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $638,962 | 10,091 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $604,551 | 9,531 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $488,938 | 8,401 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $719,801 | 10,545 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $742,064 | 10,708 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $581,811 | 8,127 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||