WFA of San Diego, LLC

Position in O — Realty Income Corp

CIK 1821407 SAN DIEGO, CA

Position in O

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$356,208

-$65,383 QoQ

Shares Held

5,749

-16.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#938

of 1,452 holders

Holding Since

Jun 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

WFA of San Diego, LLC holds $356,208 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	5,749	$356,208

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$356,208	5,749	-16.6%	Shares	Sole	2026-08-14
2026-03-31	$421,591	6,891	-7.1%	Shares	Sole	2026-05-11
2025-12-31	$418,039	7,416	-7.8%	Shares	Sole	2026-02-17
2025-09-30	$489,177	8,047	-0.6%	Shares	Sole	2026-02-17
2025-06-30	$466,468	8,097	-13.8%	Shares	Sole	2025-08-15
2024-09-30	$595,450	9,389	-3.4%	Shares	Sole	2024-11-13
2024-06-30	$513,304	9,718	-13.7%	Shares	Sole	2024-08-14
2023-09-30	$562,274	11,259	-3.8%	Shares	Sole	2023-11-02
2023-06-30	$699,782	11,704	-12.1%	Shares	Sole	2023-08-10
2023-03-31	$842,852	13,311	-19.9%	Shares	Sole	2023-04-17
2022-12-31	$1,054,143	16,619	-1.9%	Shares	Sole	2023-01-31
2022-09-30	$986,024	16,942	-1.4%	Shares	Sole	2022-10-18
2022-06-30	$1,172,433	17,176	-9.2%	Shares	Sole	2022-07-28
2022-03-31	$1,311,294	18,922	-1.1%	Shares	Sole	2022-04-25
2021-12-31	$1,369,373	19,128	-3.3%	Shares	Sole	2022-02-07
2021-09-30	$1,283,319	19,786	-1.9%	Shares	Sole	2021-10-25
2021-06-30	$1,346,144	20,170	-2.2%	Shares	Sole	2021-08-11
2021-03-31	$1,309,687	20,625	-11.7%	Shares	Sole	2021-05-14
2020-12-31	$62,000	23,350	-0.7%	Shares	Sole	2021-02-11
2020-09-30	$1,428,415	23,513	-4.8%	Shares	Sole	2020-11-06
2020-06-30	$1,469,530	24,698	—	Shares	Sole	2020-08-27
No filing history on record for this holder in this stock.