Position in O
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,320,587
+$130,894 QoQ
Shares Held
37,453
+4.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#473
of 1,449 holders
Holding Since
Dec 2024
7 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, 2026Peterson Wealth Services holds $2,325,809 across 2 REIT - Retail names. O ranks #1 (99.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
37,453 | $2,320,587 | |
| 2 | KIM |
Kimco Realty Corp
|
206 | $5,222 |
All Filings in O
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,320,587 | 37,453 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,189,693 | 35,791 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,878,586 | 33,326 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $196,534 | 3,233 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,929,301 | 33,489 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,879,814 | 32,405 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,464,021 | 27,411 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||