Position in O
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$912,422
-$30,239 QoQ
Shares Held
14,726
-4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#674
of 1,449 holders
Holding Since
Dec 2023
10 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, 2026Keudell/Morrison Wealth Management holds $1,120,748 across 2 REIT - Retail names. O ranks #1 (81.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
14,726 | $912,422 | |
| 2 | KIM |
Kimco Realty Corp
|
8,218 | $208,326 |
All Filings in O
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $912,422 | 14,726 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $942,661 | 15,408 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,036,869 | 18,394 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $965,082 | 16,752 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $899,155 | 15,500 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $751,692 | 14,074 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $758,122 | 11,954 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $608,803 | 11,526 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $460,012 | 8,503 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $273,835 | 4,769 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||