Position in O
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$55,082
-$28,061 QoQ
Shares Held
889
-34.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,237
of 1,452 holders
Holding Since
Sep 2023
12 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, 2026HighMark Wealth Management LLC holds $55,082 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
|
889 | $55,082 |
All Filings in O
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,082 | 889 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $83,143 | 1,359 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $98,478 | 1,747 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $111,610 | 1,836 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $56,573 | 982 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $6,323 | 109 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,768 | 108 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,722 | 106 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $10,828 | 205 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,083 | 57 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $6,086 | 106 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $5,193 | 104 | Shares | Sole | 2023-10-18 | |
| No filing history on record for this holder in this stock. | ||||||