Position in O
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$2,889,347
+$324,570 QoQ
Shares Held
47,227
+3.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Arkadios Wealth Advisors holds $8,386,986 across 6 REIT - Retail names. O ranks #1 (34.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
47,227 | $2,889,347 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
74,203 | $2,776,676 | |
| 3 | SPG |
Simon Property Group Inc.
|
6,908 | $1,288,548 | |
| 4 | KIM |
Kimco Realty Corp
|
32,881 | $738,835 | |
| 5 | REG |
Regency Centers Corp
|
5,934 | $448,966 | |
| 6 | NNN |
Nnn REIT, Inc.
|
5,820 | $244,614 |
All Filings in O
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,889,347 | 47,227 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,564,777 | 45,499 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,807,221 | 46,179 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,265,800 | 39,330 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,396,044 | 41,304 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,236,067 | 23,143 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,297,636 | 20,461 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $892,869 | 16,904 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $682,579 | 12,617 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $708,103 | 12,332 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $298,241 | 5,972 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $239,578 | 4,007 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $325,908 | 5,147 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $309,982 | 4,887 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $363,051 | 6,238 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $486,147 | 7,122 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $440,886 | 6,362 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $642,949 | 8,981 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $397,958 | 6,332 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $475,004 | 7,345 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $201,206 | 3,270 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $141,629 | 2,351 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $310,519 | 5,275 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $244,284 | 4,237 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $180,017 | 3,726 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||