Costello Asset Management, INC

Position in O — Realty Income Corp

CIK 1760145 FEASTERVILLE, PA

Position in O

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$58,428

-$61,913 QoQ

Shares Held

943

-52.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,229

of 1,449 holders

Holding Since

Jun 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Costello Asset Management, INC holds $130,493 across 5 REIT - Retail names. O ranks #1 (44.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp This page	943	$58,428
2	KIM	Kimco Realty Corp	1,102	$27,935
3	FCPT	Four Corners Property Trust, Inc.	1,129	$27,716
4	BRX	Brixmor Property Group Inc.	400	$12,612
5	SPG	Simon Property Group Inc.	17	$3,802

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$58,428	943	-52.1%	Shares	Sole	2026-07-28
2026-03-31	$120,341	1,967	+201.2%	Shares	Sole	2026-04-30
2025-12-31	$36,809	653	+435.2%	Shares	Sole	2026-02-03
2023-03-31	$7,725	122	0.0%	Shares	Sole	2023-05-05
2022-12-31	$7,738	122	+52.5%	Shares	Sole	2023-02-02
2022-09-30	$4,656	80	+6.7%	Shares	Sole	2022-11-03
2022-06-30	$5,119	75	+23.0%	Shares	Sole	2022-07-22
2022-03-31	$4,227	61	+1.7%	Shares	Sole	2022-04-26
2021-12-31	$4,295	60	+20.0%	Shares	Sole	2022-01-28
2021-09-30	$3,242	50	-71.4%	Shares	Sole	2021-10-29
2021-06-30	$11,679	175	0.0%	Shares	Sole	2021-08-05
2021-03-31	$11,112	175	+25.0%	Shares	Sole	2021-05-03
2020-12-31	$8,703	140	+64.7%	Shares	Sole	2021-02-05
2020-09-30	$5,163	85	0.0%	Shares	Sole	2020-11-04
2020-06-30	$5,057	85	—	Shares	Sole	2020-07-28
No filing history on record for this holder in this stock.