Position in O
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$508,939
+$82,270 QoQ
Shares Held
8,214
+17.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#824
of 1,452 holders
Holding Since
Jun 2021
4 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, 2026Atlas Private Wealth Advisors holds $732,589 across 2 REIT - Retail names. O ranks #1 (69.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
8,214 | $508,939 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,000 | $223,650 |
All Filings in O
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,939 | 8,214 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $426,669 | 6,974 | Shares | Sole | 2026-04-24 | |
| 2021-09-30 | $12,971 | 200 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $13,347 | 200 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||