Position in O
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$513,524
-$299,557 QoQ
Shares Held
8,288
-37.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#821
of 1,452 holders
Holding Since
Mar 2020
16 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, 2026Prestige Wealth Management Group LLC holds $1,081,676 across 6 REIT - Retail names. O ranks #1 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
8,288 | $513,524 | |
| 2 | SPG |
Simon Property Group Inc.
|
2,272 | $508,132 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
1,333 | $55,479 | |
| 4 | NNN |
Nnn REIT, Inc.
|
64 | $2,977 | |
| 5 | AKR |
Acadia Realty Trust
|
42 | $878 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
23 | $686 |
All Filings in O
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,524 | 8,288 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $813,081 | 13,290 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $49,661 | 881 | Shares | Other | 2026-02-11 | |
| 2024-03-31 | $587,308 | 10,856 | Shares | Sole | 2024-04-26 | |
| 2022-12-31 | $16,238 | 256 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $1,746 | 30 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $2,730 | 40 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $2,772 | 40 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $2,147 | 30 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,945 | 30 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $2,002 | 30 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $1,904 | 30 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,865 | 30 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $9,841 | 162 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $10,174 | 171 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,977 | 160 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||