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Equibles

JEPPSON WEALTH MANAGEMENT, LLC

Position in O — Realty Income Corp

CIK 1831263 MANHATTAN BEACH, CA
Back to O Full portfolio

Position in O

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$961,123
+$162,847 QoQ
Shares Held
15,512
+18.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#664
of 1,459 holders
Holding Since
Sep 2020
20 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in O Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Jun 30, 2026

JEPPSON WEALTH MANAGEMENT, LLC holds $6,272,777 across 7 REIT - Retail names. O ranks #3 (15.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SPG
Simon Property Group Inc.
 10,153 $2,270,718
2 NNN
Nnn REIT, Inc.
 24,902 $1,158,690
3 O
Realty Income Corp
This page 		15,512 $961,123
4 FRT
Federal Realty Investment Trust
 6,708 $828,035
5 KIM
Kimco Realty Corp
 16,670 $422,584
6 PINE
Alpine Income Property Trust, Inc.
 15,731 $326,575
7 BRX
Brixmor Property Group Inc.
 9,675 $305,052

All Filings in O

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $961,123 15,512
2026-03-31 $798,276 13,048
2025-12-31 $741,547 13,155
2025-09-30 $796,652 13,105
2025-06-30 $775,142 13,455
2025-03-31 $671,755 11,580
2024-12-31 $618,861 11,587
2024-09-30 $739,350 11,658
2024-06-30 $615,722 11,657
2024-03-31 $637,893 11,791
2023-12-31 $677,326 11,796
2023-09-30 $753,794 15,094
2023-06-30 $887,941 14,851
2023-03-31 $1,066,372 16,841
2022-12-31 $1,035,431 16,324
2022-09-30 $975,839 16,767
2022-06-30 $1,029,906 15,088
2022-03-31 $772,487 11,147
2021-12-31 $795,221 11,108
2020-09-30 $17,010 280