Position in O
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$490,289
-$12,732 QoQ
Shares Held
7,913
-3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#837
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, 2026Visionary Wealth Advisors holds $762,694 across 2 REIT - Retail names. O ranks #1 (64.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
7,913 | $490,289 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,218 | $272,405 |
All Filings in O
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490,289 | 7,913 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $503,021 | 8,222 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $389,291 | 6,906 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $388,691 | 6,394 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $318,813 | 5,534 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $294,052 | 5,069 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $271,109 | 5,076 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $325,090 | 5,126 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $267,427 | 5,063 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $321,462 | 5,942 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $347,678 | 6,055 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $258,539 | 5,177 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $321,371 | 5,375 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $384,732 | 6,076 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $353,622 | 5,575 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $342,041 | 5,877 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $412,973 | 6,050 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $397,296 | 5,733 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $379,570 | 5,302 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $382,479 | 5,897 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $367,737 | 5,510 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $329,882 | 5,195 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $394,841 | 6,351 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $408,057 | 6,717 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,566,990 | 26,336 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,094,577 | 21,953 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||