Naviter Wealth, LLC

Position in O — Realty Income Corp

CIK 1855567 LITTLE ROCK, AR

Position in O

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$4,852,211

+$962,204 QoQ

Shares Held

78,312

+23.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#326

of 1,452 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Real Estate · as of Jun 30, 2026

Naviter Wealth, LLC holds $14,779,863 across 4 REIT - Retail names. O ranks #2 (32.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	33,283	$7,443,742
2	O	Realty Income Corp This page	78,312	$4,852,211
3	KIM	Kimco Realty Corp	66,139	$1,676,623
4	REG	Regency Centers Corp	10,124	$807,287

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,852,211	78,312	+23.2%	Shares	Sole	2026-08-07
2026-03-31	$3,890,007	63,583	+11.8%	Shares	Sole	2026-04-10
2025-12-31	$3,207,227	56,896	-7.4%	Shares	Sole	2026-01-21
2025-09-30	$3,734,572	61,434	+9.0%	Shares	Sole	2025-11-06
2025-06-30	$3,245,632	56,338	+3.6%	Shares	Sole	2025-07-28
2025-03-31	$3,153,713	54,365	+2.1%	Shares	Sole	2025-04-25
2024-12-31	$2,843,655	53,242	+17.9%	Shares	Sole	2025-02-07
2024-09-30	$2,864,300	45,164	-7.6%	Shares	Sole	2024-10-16
2024-06-30	$2,580,838	48,861	+12.0%	Shares	Sole	2024-08-02
2024-03-31	$2,360,707	43,636	+7.9%	Shares	Sole	2024-04-18
2023-12-31	$2,321,375	40,428	+20.6%	Shares	Sole	2024-02-05
2023-09-30	$1,673,439	33,509	+7.8%	Shares	Sole	2023-11-14
2023-06-30	$1,858,332	31,081	+8.1%	Shares	Sole	2023-07-20
2023-03-31	$1,820,766	28,755	+29.7%	Shares	Sole	2023-04-12
2022-12-31	$1,406,306	22,171	+36.7%	Shares	Sole	2023-01-31
2022-09-30	$944,120	16,222	—	Shares	Sole	2022-10-27
No filing history on record for this holder in this stock.