Position in O
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,576,482
+$72,752 QoQ
Shares Held
41,583
+1.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#451
of 1,452 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Brown Miller Wealth Management, LLC holds $2,576,482 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
|
41,583 | $2,576,482 |
All Filings in O
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,576,482 | 41,583 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,503,730 | 40,924 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,243,582 | 39,801 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,342,907 | 38,541 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,135,429 | 37,067 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,032,960 | 35,045 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,832,443 | 34,309 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,099,265 | 33,101 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $1,723,305 | 32,626 | Shares | Sole | 2025-02-11 | |
| 2024-03-31 | $1,736,826 | 32,104 | Shares | Sole | 2025-02-11 | |
| 2023-12-31 | $494,902 | 8,619 | Shares | Sole | 2025-02-11 | |
| 2023-09-30 | $426,987 | 8,550 | Shares | Sole | 2025-02-11 | |
| 2023-06-30 | $499,605 | 8,356 | Shares | Sole | 2025-02-11 | |
| 2023-03-31 | $205,220 | 3,241 | Shares | Sole | 2025-02-11 | |
| 2022-12-31 | $205,576 | 3,241 | Shares | Sole | 2025-02-11 | |
| 2022-06-30 | $221,230 | 3,241 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $224,601 | 3,241 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $236,103 | 3,298 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $210,211 | 3,241 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $216,304 | 3,241 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $205,803 | 3,241 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $201,492 | 3,241 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||