ELEVATION POINT WEALTH PARTNERS, LLC

Position in O — Realty Income Corp

CIK 1744349 DENVER, CO

Position in O

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,257,602

-$478,074 QoQ

Shares Held

20,297

-28.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#598

of 1,449 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $6,768,970 across 6 REIT - Retail names. O ranks #3 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	10,158	$2,271,836
2	ADC	Agree Realty Corp	28,622	$2,167,830
3	O	Realty Income Corp This page	20,297	$1,257,602
4	BRX	Brixmor Property Group Inc.	16,114	$508,074
5	REG	Regency Centers Corp	4,129	$329,246
6	EPRT	Essential Properties Realty Trust, Inc.	7,852	$234,382

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,257,602	20,297	-28.5%	Shares	Sole	2026-08-12
2026-03-31	$1,735,676	28,370	+142.8%	Shares	Sole	2026-04-27
2025-12-31	$658,570	11,683	+19.4%	Shares	Sole	2026-02-12
2025-09-30	$594,830	9,785	+44.0%	Shares	Sole	2025-11-14
2025-06-30	$391,459	6,795	+11.2%	Shares	Sole	2026-02-03
2025-03-31	$354,325	6,108	-0.4%	Shares	Sole	2026-02-03
2024-12-31	$327,510	6,132	-3.4%	Shares	Sole	2026-02-03
2024-09-30	$402,653	6,349	-16.2%	Shares	Sole	2026-02-03
2024-06-30	$399,953	7,572	-13.3%	Shares	Sole	2026-02-03
2024-03-31	$472,617	8,736	+12.8%	Shares	Sole	2026-02-03
2023-12-31	$444,660	7,744	+17.4%	Shares	Sole	2024-02-13
2023-09-30	$329,504	6,598	-3.3%	Shares	Sole	2023-10-11
2023-06-30	$408,126	6,826	-0.2%	Shares	Sole	2023-08-14
2023-03-31	$432,982	6,838	-0.2%	Shares	Sole	2023-05-11
2022-12-31	$434,622	6,852	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.