Position in O
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$802,877
+$1,114 QoQ
Shares Held
12,958
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#713
of 1,452 holders
Holding Since
Dec 2024
7 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, 2026Meridian Wealth Advisors, LLC holds $802,877 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
|
12,958 | $802,877 |
All Filings in O
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $802,877 | 12,958 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $801,763 | 13,105 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $751,130 | 13,325 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,653,170 | 76,545 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,165,087 | 72,298 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,368,791 | 75,311 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,477,583 | 46,388 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||