Position in O
as of Mar 31, 2026
· filed Apr 1, 2026
Position Value
$4,914,467
+$409,546 QoQ
Shares Held
80,328
+0.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
2.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026Signature Wealth Management Group holds $4,914,467 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
|
80,328 | $4,914,467 |
All Filings in O
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,914,467 | 80,328 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $4,504,921 | 79,917 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $4,786,118 | 78,732 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,438,389 | 77,042 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,418,447 | 76,167 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,950,577 | 73,967 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,746,225 | 74,838 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,941,269 | 74,617 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $4,004,698 | 74,024 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $3,540,344 | 61,657 | Shares | Sole | 2024-01-09 | |
| 2023-06-30 | $3,575,262 | 59,797 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,660,972 | 57,817 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,594,578 | 56,670 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $3,270,490 | 56,194 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $3,795,051 | 55,597 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $3,886,413 | 56,081 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $3,691,824 | 51,569 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,385,949 | 52,204 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $3,455,728 | 51,779 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $3,292,601 | 51,852 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,995,223 | 48,178 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $2,820,805 | 46,433 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $2,661,195 | 44,726 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,167,516 | 43,472 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||