Aprio Wealth Management, LLC

Position in O — Realty Income Corp

CIK 1803519 ATLANTA, GA

Position in O

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$625,486

+$59,082 QoQ

Shares Held

10,095

+9.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#779

of 1,452 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Aprio Wealth Management, LLC holds $1,747,360 across 4 REIT - Retail names. O ranks #1 (35.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp This page	10,095	$625,486
2	SPG	Simon Property Group Inc.	2,512	$561,808
3	REG	Regency Centers Corp	3,601	$287,143
4	BRX	Brixmor Property Group Inc.	8,656	$272,923

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$625,486	10,095	+9.0%	Shares	Sole	2026-07-24
2026-03-31	$566,404	9,258	+16.9%	Shares	Sole	2026-05-11
2025-12-31	$446,281	7,917	+28.4%	Shares	Sole	2026-01-29
2025-09-30	$374,891	6,167	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.