Position in O
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$691,783
-$243,781 QoQ
Shares Held
11,165
-27.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#751
of 1,449 holders
Holding Since
Dec 2022
15 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, 2026Alliance Wealth Advisors, LLC /UT holds $1,001,090 across 2 REIT - Retail names. O ranks #1 (69.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
11,165 | $691,783 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,383 | $309,307 |
All Filings in O
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $691,783 | 11,165 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $935,564 | 15,292 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,472,158 | 26,116 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,380,050 | 39,152 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,174,316 | 37,742 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,141,439 | 36,915 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,958,437 | 36,668 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,276,841 | 35,901 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,797,728 | 34,035 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,750,297 | 32,353 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,715,537 | 29,877 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,480,271 | 29,641 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,674,538 | 28,007 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,704,637 | 26,921 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,670,555 | 26,337 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||