Position in O
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$708,760
-$25,400 QoQ
Shares Held
11,439
-4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#743
of 1,452 holders
Holding Since
Sep 2022
4 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, 2026WCG Wealth Advisors LLC holds $2,706,167 across 2 REIT - Retail names. O ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REG |
Regency Centers Corp
|
25,049 | $1,997,407 | |
| 2 | O |
Realty Income Corp
This page
|
11,439 | $708,760 |
All Filings in O
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $708,760 | 11,439 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $734,160 | 12,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $670,859 | 11,901 | Shares | Sole | 2026-02-10 | |
| 2022-09-30 | $211,091 | 3,627 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||