Position in O
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,507
+$170 QoQ
Shares Held
218
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,327
of 1,449 holders
Holding Since
Jun 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 Jun 30, 2026IAG Wealth Partners, LLC holds $83,956 across 2 REIT - Retail names. O ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
315 | $70,449 | |
| 2 | O |
Realty Income Corp
This page
|
218 | $13,507 |
All Filings in O
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,507 | 218 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $13,337 | 218 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $12,288 | 218 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $13,252 | 218 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,558 | 218 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,646 | 218 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $11,643 | 218 | Shares | Sole | 2025-02-10 | |
| 2022-06-30 | $1,023 | 15 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||