Position in O
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$281,484
+$258,236 QoQ
Shares Held
4,543
+1095.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,024
of 1,449 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Asset Management, LLC holds $285,062 across 2 REIT - Retail names. O ranks #1 (98.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
4,543 | $281,484 | |
| 2 | SPG |
Simon Property Group Inc.
|
16 | $3,578 |
All Filings in O
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,484 | 4,543 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $23,248 | 380 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $28,635 | 508 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $31,550 | 519 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $45,166 | 784 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $187,198 | 3,227 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||