Position in O
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$64,748
+$999 QoQ
Shares Held
1,045
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,221
of 1,452 holders
Holding Since
Mar 2020
26 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, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $64,748 across 1 REIT - Retail name. O ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
1,045 | $64,748 |
All Filings in O
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,748 | 1,045 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $63,749 | 1,042 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $58,568 | 1,039 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $62,978 | 1,036 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $53,865 | 935 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $54,123 | 933 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $49,778 | 932 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $58,980 | 930 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $49,069 | 929 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $50,204 | 928 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $58,970 | 1,027 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $58,479 | 1,171 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $65,888 | 1,102 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $69,778 | 1,102 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $69,899 | 1,102 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $64,136 | 1,102 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $70,103 | 1,027 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $71,171 | 1,027 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $73,522 | 1,027 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $38,656 | 596 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $39,777 | 596 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $37,845 | 596 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $37,053 | 596 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $36,207 | 596 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $35,461 | 596 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $29,716 | 596 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||