Position in O
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$7,320,921
+$817,853 QoQ
Shares Held
119,662
+3.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
8 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $7,320,921 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
|
119,662 | $7,320,921 |
All Filings in O
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,320,921 | 119,662 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $6,503,068 | 115,364 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,903,130 | 113,557 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $6,301,439 | 109,381 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $5,842,129 | 100,709 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,243,113 | 41,998 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $264,271 | 4,167 | Shares | Sole | 2024-10-22 | |
| 2022-12-31 | $117,218 | 1,848 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||