Position in O
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$465,381
+$23,050 QoQ
Shares Held
7,511
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#853
of 1,452 holders
Holding Since
Jun 2025
5 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, 2026SAGE PRIVATE WEALTH GROUP, LLC holds $465,381 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
|
7,511 | $465,381 |
All Filings in O
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,381 | 7,511 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $442,331 | 7,230 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $442,166 | 7,844 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $466,502 | 7,674 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $396,241 | 6,878 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||