CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in O — Realty Income Corp
CIK 1766904
RICHMOND, VA
Position in O
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$79,430
+$28,899 QoQ
Shares Held
1,282
+55.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,202
of 1,449 holders
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $217,654 across 5 REIT - Retail names. O ranks #2 (36.5% of the industry book) .
All Filings in O
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,430 | 1,282 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $50,531 | 826 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $70,685 | 1,254 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $126,866 | 2,087 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $78,000 | 1,354 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $76,512 | 1,319 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $64,837 | 1,214 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $465,691 | 7,343 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $510,239 | 9,660 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $540,781 | 9,996 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $628,058 | 10,938 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $594,834 | 11,911 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $747,913 | 12,509 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $846,081 | 13,362 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $910,537 | 14,355 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $838,196 | 14,402 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $705,944 | 10,342 | Shares | Sole | 2022-08-15 | |
| 2020-09-30 | $21,809 | 359 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||