Position in O
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$739,368
-$82,450 QoQ
Shares Held
11,933
-18.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#733
of 1,452 holders
Holding Since
Mar 2022
12 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026SteelPeak Wealth, LLC holds $1,018,706 across 2 REIT - Retail names. O ranks #1 (72.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
11,933 | $739,368 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,249 | $279,338 |
All Filings in O
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $739,368 | 11,933 | Shares | Sole | 2026-07-13 | |
| 2025-12-31 | $821,818 | 14,579 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $972,032 | 15,990 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $908,624 | 15,772 | Shares | Sole | 2025-07-23 | |
| 2024-12-31 | $4,860,042 | 90,995 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $956,310 | 15,079 | Shares | Sole | 2024-10-25 | |
| 2024-03-31 | $753,072 | 13,920 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $821,795 | 14,312 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,220,333 | 24,436 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,227,548 | 20,531 | Shares | Sole | 2023-08-03 | |
| 2022-09-30 | $244,323 | 4,198 | Shares | Sole | 2022-10-26 | |
| 2022-03-31 | $246,569 | 3,558 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||