Position in O
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$227,703
+$150,805 QoQ
Shares Held
3,675
+194.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,086
of 1,452 holders
Holding Since
Mar 2020
5 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, 2026Elmwood Wealth Management, Inc. holds $227,703 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
|
3,675 | $227,703 |
All Filings in O
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,703 | 3,675 | Shares | Sole | 2026-07-08 | |
| 2021-03-31 | $76,898 | 1,211 | Shares | Sole | 2021-05-13 | |
| 2020-09-30 | $103,032 | 1,696 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $100,911 | 1,696 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $84,562 | 1,696 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||