N.E.W. Advisory Services LLC

Position in O — Realty Income Corp

CIK 1803456 DE PERE, WI

Position in O

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,524,030

+$65,989 QoQ

Shares Held

24,597

+3.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#561

of 1,452 holders

Holding Since

Jun 2021

20 quarters on record

Real Estate · as of Jun 30, 2026

N.E.W. Advisory Services LLC holds $1,562,945 across 2 REIT - Retail names. O ranks #1 (97.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	O	Realty Income Corp This page	24,597	$1,524,030
2	SPG	Simon Property Group Inc.	174	$38,915

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,524,030	24,597	+3.2%	Shares	Sole	2026-08-06
2026-03-31	$1,458,041	23,832	+19.3%	Shares	Sole	2026-05-05
2025-12-31	$1,126,159	19,978	+3.9%	Shares	Sole	2026-01-28
2025-09-30	$1,168,626	19,224	+9.8%	Shares	Sole	2025-10-27
2025-06-30	$1,008,405	17,504	+12.9%	Shares	Sole	2025-08-18
2025-03-31	$899,329	15,503	+1.2%	Shares	Sole	2025-05-07
2024-12-31	$818,080	15,317	+13.4%	Shares	Sole	2025-01-24
2024-09-30	$856,677	13,508	+19.5%	Shares	Sole	2024-10-31
2024-06-30	$596,866	11,300	-3.5%	Shares	Sole	2024-08-05
2024-03-31	$633,781	11,715	+18.3%	Shares	Sole	2024-04-24
2023-12-31	$568,515	9,901	+27.4%	Shares	Sole	2024-02-06
2023-09-30	$388,133	7,772	+24.5%	Shares	Sole	2023-11-06
2023-06-30	$373,209	6,242	+4.5%	Shares	Sole	2023-08-04
2023-03-31	$378,083	5,971	+20.2%	Shares	Sole	2023-05-10
2022-12-31	$315,056	4,967	+9.5%	Shares	Sole	2023-02-13
2022-09-30	$264,111	4,538	+15.3%	Shares	Sole	2022-11-14
2022-06-30	$268,739	3,937	+25.9%	Shares	Sole	2022-08-01
2021-12-31	$223,933	3,128	+0.1%	Shares	Sole	2022-01-18
2021-09-30	$202,687	3,125	+1.6%	Shares	Sole	2021-10-13
2021-06-30	$205,358	3,077	—	Shares	Sole	2021-07-15
No filing history on record for this holder in this stock.