Position in O
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$798,276
+$56,729 QoQ
Shares Held
13,048
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $5,395,387 across 7 REIT - Retail names. O ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
10,164 | $1,895,890 | |
| 2 | NNN |
Nnn REIT, Inc.
|
25,007 | $1,051,044 | |
| 3 | O |
Realty Income Corp
This page
|
13,048 | $798,276 | |
| 4 | FRT |
Federal Realty Investment Trust
|
6,708 | $712,456 | |
| 5 | KIM |
Kimco Realty Corp
|
16,730 | $375,923 | |
| 6 | PINE |
Alpine Income Property Trust, Inc.
|
15,731 | $283,158 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
9,675 | $278,640 |
All Filings in O
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $798,276 | 13,048 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $741,547 | 13,155 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $796,652 | 13,105 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $775,142 | 13,455 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $671,755 | 11,580 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $618,861 | 11,587 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $739,350 | 11,658 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $615,722 | 11,657 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $637,893 | 11,791 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $677,326 | 11,796 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $753,794 | 15,094 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $887,941 | 14,851 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,066,372 | 16,841 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,035,431 | 16,324 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $975,839 | 16,767 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,029,906 | 15,088 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $772,487 | 11,147 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $795,221 | 11,108 | Shares | Sole | 2022-01-19 | |
| 2020-09-30 | $16,482 | 280 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||