Position in O
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$294,495
-$12,016 QoQ
Shares Held
4,753
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,009
of 1,452 holders
Holding Since
Sep 2025
4 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, 2026SHELTON WEALTH MANAGEMENT, LLC holds $294,495 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
|
4,753 | $294,495 |
All Filings in O
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,495 | 4,753 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $306,511 | 5,010 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $233,428 | 4,141 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $221,640 | 3,646 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||