Golden State Wealth Management, LLC

Position in O — Realty Income Corp

CIK 1776033 SANTA ANA, CA

Position in O

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$264,197

-$210,315 QoQ

Shares Held

4,264

-45.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,038

of 1,452 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $342,790 across 3 REIT - Retail names. O ranks #1 (77.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp This page	4,264	$264,197
2	SPG	Simon Property Group Inc.	347	$77,606
3	FRT	Federal Realty Investment Trust	8	$987

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$264,197	4,264	-45.0%	Shares	Sole	2026-07-22
2026-03-31	$474,512	7,756	+1.0%	Shares	Sole	2026-04-28
2025-12-31	$432,921	7,680	+13.4%	Shares	Sole	2026-02-13
2025-09-30	$411,791	6,774	-2.3%	Shares	Sole	2025-11-03
2025-06-30	$399,467	6,934	-1.7%	Shares	Sole	2025-08-06
2025-03-31	$409,202	7,054	-5.9%	Shares	Sole	2025-04-24
2024-12-31	$400,414	7,497	+78.5%	Shares	Sole	2025-01-28
2022-03-31	$290,990	4,199	-9.4%	Shares	Sole	2022-05-19
2021-12-31	$331,819	4,635	+7.2%	Shares	Sole	2022-02-14
2021-09-30	$280,324	4,322	-16.1%	Shares	Sole	2021-11-15
2021-06-30	$343,844	5,152	+8.5%	Shares	Sole	2021-08-12
2021-03-31	$301,561	4,749	-10.8%	Shares	Sole	2021-05-14
2020-12-31	$330,930	5,323	+8.6%	Shares	Sole	2021-01-28
2020-09-30	$297,857	4,903	-17.0%	Shares	Sole	2020-11-12
2020-06-30	$351,585	5,909	+5.8%	Shares	Sole	2020-08-13
2020-03-31	$278,368	5,583	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.