Position in O
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$844,143
-$70,742 QoQ
Shares Held
13,624
-8.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.00%
of 13F equity value
Holder Rank
#695
of 1,449 holders
Holding Since
Mar 2021
19 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, 2026DENVER WEALTH MANAGEMENT, INC. holds $844,143 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
|
13,624 | $844,143 |
All Filings in O
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $844,143 | 13,624 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $914,885 | 14,954 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $835,967 | 14,830 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $892,518 | 14,682 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $836,554 | 14,521 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $825,946 | 14,238 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $752,493 | 14,089 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $887,118 | 13,988 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $746,610 | 14,135 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $758,103 | 14,013 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,008,352 | 17,561 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $769,425 | 15,407 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $785,879 | 13,144 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $877,741 | 13,862 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $881,550 | 13,898 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $715,103 | 12,287 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $825,263 | 12,090 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $899,743 | 12,568 | Shares | Sole | 2022-02-17 | |
| 2021-03-31 | $773,048 | 12,174 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||