Position in O
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$9,579,325
+$780,479 QoQ
Shares Held
154,605
+7.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#229
of 1,452 holders
Holding Since
Mar 2020
26 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, 2026Foster Victor Wealth Advisors, LLC holds $9,579,325 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
|
154,605 | $9,579,325 |
All Filings in O
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,579,325 | 154,605 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $8,798,846 | 143,819 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,546,928 | 133,882 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,730,481 | 127,167 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $6,990,224 | 121,337 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $6,774,813 | 116,787 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,880,334 | 110,098 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $6,527,249 | 102,921 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,279,940 | 99,961 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $16,838,029 | 311,239 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $16,485,683 | 287,107 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $13,379,575 | 267,913 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $14,230,199 | 238,003 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $13,842,321 | 218,609 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $13,089,731 | 206,365 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $10,919,425 | 187,619 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $11,888,912 | 174,171 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $10,885,505 | 157,078 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $9,478,158 | 132,395 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $7,939,702 | 122,413 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $7,837,740 | 117,437 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $6,656,577 | 104,828 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $5,539,404 | 89,101 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $5,014,367 | 82,541 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $4,864,300 | 81,753 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $3,863,854 | 77,494 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||