Position in O
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$650,641
-$17,322 QoQ
Shares Held
10,501
-3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#771
of 1,452 holders
Holding Since
Mar 2025
6 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, 2026Bison Wealth, LLC holds $1,026,820 across 2 REIT - Retail names. O ranks #1 (63.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
10,501 | $650,641 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,682 | $376,179 |
All Filings in O
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,641 | 10,501 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $667,963 | 10,918 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $653,159 | 11,587 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $1,011,667 | 16,642 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $911,966 | 15,830 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $746,124 | 12,862 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||