Position in O
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$619,847
+$175,803 QoQ
Shares Held
10,004
+37.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#779
of 1,452 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026SAX WEALTH ADVISORS, LLC holds $619,847 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
|
10,004 | $619,847 |
All Filings in O
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $619,847 | 10,004 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $444,044 | 7,258 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $409,133 | 7,258 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||