Position in O
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,346,328
+$135,148 QoQ
Shares Held
21,729
+9.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#587
of 1,452 holders
Holding Since
Jun 2020
20 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 Jun 30, 2026Apollon Wealth Management, LLC holds $5,399,071 across 6 REIT - Retail names. O ranks #2 (24.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
10,357 | $2,316,343 | |
| 2 | O |
Realty Income Corp
This page
|
21,729 | $1,346,328 | |
| 3 | FRT |
Federal Realty Investment Trust
|
4,831 | $596,338 | |
| 4 | ADC |
Agree Realty Corp
|
5,636 | $426,870 | |
| 5 | KIM |
Kimco Realty Corp
|
15,557 | $394,369 | |
| 6 | NNN |
Nnn REIT, Inc.
|
6,852 | $318,823 |
All Filings in O
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,346,328 | 21,729 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,211,180 | 19,797 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,518,213 | 26,933 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,582,485 | 26,032 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,115,387 | 19,361 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,627,354 | 28,053 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,342,620 | 25,138 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,614,165 | 25,452 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,378,602 | 26,100 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,642,205 | 30,355 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,655,131 | 28,825 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $827,355 | 16,567 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $732,905 | 12,258 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $561,141 | 8,862 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $641,213 | 10,109 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $504,710 | 8,672 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $380,003 | 5,567 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $395,010 | 5,700 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $266,314 | 3,720 | Shares | Sole | 2022-02-14 | |
| 2020-06-30 | $475 | 8 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||