Advisor OS, LLC

Position in O — Realty Income Corp

CIK 1767580 CHICAGO, IL

Position in O

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$316,241

-$9,968 QoQ

Shares Held

5,104

-4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#987

of 1,449 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Advisor OS, LLC holds $2,246,985 across 3 REIT - Retail names. O ranks #3 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PECO	Phillips Edison & Company, Inc.	24,085	$1,002,416
2	IVT	InvenTrust Properties Corp.	26,224	$928,328
3	O	Realty Income Corp This page	5,104	$316,241

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$316,241	5,104	-4.3%	Shares	Sole	2026-08-05
2026-03-31	$326,209	5,332	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.