Position in O
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$356,393
-$23,290 QoQ
Shares Held
5,752
-7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#937
of 1,452 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $766,567 across 2 REIT - Retail names. O ranks #2 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,834 | $410,174 | |
| 2 | O |
Realty Income Corp
This page
|
5,752 | $356,393 |
All Filings in O
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,393 | 5,752 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $379,683 | 6,206 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $330,891 | 5,870 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $355,682 | 5,851 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $315,472 | 5,476 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $326,364 | 5,626 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $312,181 | 5,845 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $375,446 | 5,920 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $335,090 | 6,344 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $337,854 | 6,245 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $377,421 | 6,573 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $334,847 | 6,705 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $385,824 | 6,453 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $402,778 | 6,361 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $397,515 | 6,267 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $339,073 | 5,826 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $398,638 | 5,840 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $344,559 | 4,972 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $585,391 | 8,177 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $315,478 | 4,864 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $322,087 | 4,826 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $307,085 | 4,836 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $268,138 | 4,313 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $260,313 | 4,285 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $256,563 | 4,312 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||