Principle Wealth Partners LLC

Position in O — Realty Income Corp

CIK 1743413 MADISON, CT

Position in O

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$587,318

+$7,454 QoQ

Shares Held

9,479

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#789

of 1,449 holders

Holding Since

Jun 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Principle Wealth Partners LLC holds $587,318 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	9,479	$587,318

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$587,318	9,479	+0.0%	Shares	Defined	2026-08-07
2026-03-31	$579,864	9,478	-4.1%	Shares	Defined	2026-05-07
2025-12-31	$556,991	9,881	0.0%	Shares	Sole	2026-02-06
2025-09-30	$600,665	9,881	0.0%	Shares	Defined	2025-11-03
2025-06-30	$569,244	9,881	+0.4%	Shares	Defined	2025-07-30
2025-03-31	$571,108	9,845	+83.2%	Shares	Defined	2025-05-06
2024-12-31	$287,025	5,374	-0.0%	Shares	Sole	2025-01-29
2024-09-30	$340,882	5,375	0.0%	Shares	Sole	2024-11-13
2024-06-30	$283,907	5,375	0.0%	Shares	Sole	2024-08-13
2024-03-31	$290,787	5,375	+62.8%	Shares	Sole	2024-04-23
2023-03-31	$209,019	3,301	0.0%	Shares	Sole	2023-05-10
2022-12-31	$209,382	3,301	-7.0%	Shares	Sole	2023-02-02
2022-09-30	$206,668	3,551	0.0%	Shares	Sole	2022-11-14
2022-06-30	$242,391	3,551	-4.2%	Shares	Sole	2022-08-02
2022-03-31	$256,895	3,707	-7.4%	Shares	Sole	2022-05-12
2021-12-31	$286,717	4,005	+0.0%	Shares	Sole	2022-02-11
2021-09-30	$259,699	4,004	+0.0%	Shares	Sole	2021-11-16
2021-06-30	$267,093	4,002	+1.3%	Shares	Sole	2021-08-13
2021-03-31	$250,888	3,951	+5.3%	Shares	Sole	2021-05-18
2020-12-31	$233,199	3,751	+15.4%	Shares	Sole	2021-02-16
2020-06-30	$193,374	3,250	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.