Position in O
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$289,477
+$4,990 QoQ
Shares Held
4,672
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,012
of 1,449 holders
Holding Since
Sep 2020
21 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, 2026Western Wealth Management, LLC holds $289,477 across 1 REIT - Retail name. O ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
4,672 | $289,477 |
All Filings in O
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,477 | 4,672 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $284,487 | 4,650 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $255,750 | 4,537 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $280,971 | 4,622 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $253,714 | 4,404 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $254,895 | 4,394 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $205,147 | 3,841 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $332,003 | 5,235 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $274,030 | 5,188 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $357,276 | 6,604 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $333,552 | 5,809 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $329,504 | 6,598 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $388,096 | 6,491 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $608,885 | 9,616 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $398,911 | 6,289 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $814,916 | 14,002 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $858,164 | 12,572 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $856,825 | 12,364 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $362,603 | 5,065 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $300,796 | 4,507 | Shares | Sole | 2021-08-09 | |
| 2020-09-30 | $201,811 | 3,322 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||