Position in O
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$604,853
+$85,129 QoQ
Shares Held
9,762
+14.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#786
of 1,449 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $1,431,016 across 2 REIT - Retail names. O ranks #2 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
3,694 | $826,163 | |
| 2 | O |
Realty Income Corp
This page
|
9,762 | $604,853 |
All Filings in O
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $604,853 | 9,762 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $519,724 | 8,495 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $453,271 | 8,041 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $465,104 | 7,651 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $448,493 | 7,785 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $435,423 | 7,506 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $358,594 | 6,714 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $417,049 | 6,576 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $202,617 | 3,836 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $203,361 | 3,759 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $235,307 | 4,098 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $210,447 | 4,214 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $224,571 | 3,756 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $230,801 | 3,645 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $259,936 | 4,098 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||