Position in O
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$5,884,465
-$130,507 QoQ
Shares Held
94,972
-3.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#302
of 1,452 holders
Holding Since
Jun 2020
25 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, 2026Kingsview Wealth Management, LLC holds $9,202,312 across 2 REIT - Retail names. O ranks #1 (63.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
94,972 | $5,884,465 | |
| 2 | SPG |
Simon Property Group Inc.
|
14,835 | $3,317,847 |
All Filings in O
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,884,465 | 94,972 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $6,014,972 | 98,316 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,007,350 | 106,570 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,594,256 | 108,476 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,004,863 | 104,233 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,507,643 | 94,943 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,223,818 | 97,806 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $5,300,263 | 83,574 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,227,988 | 61,113 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,263,690 | 60,327 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,421,255 | 59,583 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,813,819 | 56,344 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,105,397 | 18,488 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,563,814 | 24,697 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,613,088 | 25,431 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,544,395 | 26,536 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,668,820 | 24,448 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $828,481 | 11,955 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $823,499 | 11,503 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $786,167 | 12,121 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $761,970 | 11,417 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $513,905 | 8,093 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $430,340 | 6,922 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $356,845 | 5,874 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $421,854 | 7,090 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||