Avion Wealth

Position in O — Realty Income Corp

CIK 1792704 THE WOODLANDS, TX

Position in O

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$28,501

-$4,230 QoQ

Shares Held

460

-14.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,286

of 1,452 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Avion Wealth holds $94,049 across 14 REIT - Retail names. O ranks #2 (30.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	129	$28,850
2	O	Realty Income Corp This page	460	$28,501
3	KIM	Kimco Realty Corp	475	$12,041
4	NNN	Nnn REIT, Inc.	92	$4,280
5	REG	Regency Centers Corp	52	$4,146
6	ADC	Agree Realty Corp	39	$2,953
7	FRT	Federal Realty Investment Trust	22	$2,715
8	BFS	Saul Centers, Inc.	65	$2,430

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,501	460	-14.0%	Shares	Sole	2026-07-31
2026-03-31	$32,731	535	+6.6%	Shares	Sole	2026-05-01
2025-12-31	$28,297	502	-7.7%	Shares	Sole	2026-01-23
2025-09-30	$33,069	544	+150.7%	Shares	Sole	2025-10-24
2025-03-31	$11	217	0.0%	Shares	Sole	2025-05-09
2024-12-31	$11,589	217	+114.9%	Shares	Sole	2025-01-29
2024-09-30	$6,405	101	-37.3%	Shares	Sole	2024-10-18
2024-06-30	$8,504	161	+22.0%	Shares	Sole	2024-07-26
2024-03-31	$8	132	+18.9%	Shares	Sole	2024-05-03
2023-12-31	$6,373	111	+2.8%	Shares	Sole	2024-01-26
2023-09-30	$503	108	+22.7%	Shares	Sole	2023-10-20
2023-06-30	$5,261	88	+6.0%	Shares	Sole	2023-07-14
2023-03-31	$5,255	83	-17.0%	Shares	Sole	2023-05-05
2020-12-31	$6,216	100	—	Shares	Sole	2021-01-26
No filing history on record for this holder in this stock.