Position in O
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$483,721
+$6,640 QoQ
Shares Held
7,807
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#840
of 1,449 holders
Holding Since
Mar 2020
11 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, 2026Wealth Quarterback LLC holds $783,424 across 2 REIT - Retail names. O ranks #1 (61.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
7,807 | $483,721 | |
| 2 | ADC |
Agree Realty Corp
|
3,957 | $299,703 |
All Filings in O
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,721 | 7,807 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $477,081 | 7,798 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $528,017 | 9,367 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $476,046 | 7,831 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $383,970 | 6,665 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $275,953 | 4,757 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $212,304 | 3,975 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $220,067 | 3,470 | Shares | Sole | 2024-11-01 | |
| 2021-09-30 | $16,344 | 252 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $16,618 | 249 | Shares | Sole | 2021-08-11 | |
| 2020-03-31 | $29,516 | 592 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||