Position in O
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$135,196
+$39,083 QoQ
Shares Held
2,182
+38.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,167
of 1,449 holders
Holding Since
Dec 2020
23 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, 2026WOLFF WIESE MAGANA LLC holds $302,334 across 7 REIT - Retail names. O ranks #1 (44.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
2,182 | $135,196 | |
| 2 | FRT |
Federal Realty Investment Trust
|
1,005 | $124,057 | |
| 3 | SPG |
Simon Property Group Inc.
|
76 | $16,997 | |
| 4 | BFS |
Saul Centers, Inc.
|
261 | $9,758 | |
| 5 | WSR |
Whitestone REIT
|
300 | $5,688 | |
| 6 | GTY |
Getty Realty Corp /Md/
|
160 | $5,337 | |
| 7 | ADC |
Agree Realty Corp
|
70 | $5,301 |
All Filings in O
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,196 | 2,182 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $96,113 | 1,571 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $71,815 | 1,274 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $77,142 | 1,269 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $73,913 | 1,283 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $56,733 | 978 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $52,021 | 974 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $61,517 | 970 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $53,876 | 1,020 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $65,461 | 1,210 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $66,033 | 1,150 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $151,168 | 3,027 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $197,247 | 3,299 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $264,171 | 4,172 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $261,331 | 4,120 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $240,016 | 4,124 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $287,988 | 4,219 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $284,545 | 4,106 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $293,876 | 4,105 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $225,712 | 3,480 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $232,255 | 3,480 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $206,374 | 3,250 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $202,052 | 3,250 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||