Position in O
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$269,773
-$3,028 QoQ
Shares Held
4,354
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,032
of 1,452 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Keystone Wealth Services, LLC holds $269,773 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
|
4,354 | $269,773 |
All Filings in O
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,773 | 4,354 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $272,801 | 4,459 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $356,991 | 6,333 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $376,837 | 6,199 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $225,658 | 3,917 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $227,689 | 3,925 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $209,527 | 3,923 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $251,650 | 3,968 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $214,237 | 4,056 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $217,103 | 4,013 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $223,536 | 3,893 | Shares | Sole | 2024-01-17 | |
| 2023-03-31 | $225,482 | 3,561 | Shares | Sole | 2023-04-07 | |
| 2022-06-30 | $203,551 | 2,982 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $201,801 | 2,912 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $200,237 | 2,797 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||