Position in O
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,757,991
+$202,001 QoQ
Shares Held
28,373
+11.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#535
of 1,452 holders
Holding Since
Dec 2021
8 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, 2026Confluence Wealth Services, Inc. holds $1,757,991 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
|
28,373 | $1,757,991 |
All Filings in O
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,757,991 | 28,373 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,555,990 | 25,433 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,409,813 | 25,010 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,689,110 | 27,786 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,559,905 | 27,077 | Shares | Sole | 2025-07-22 | |
| 2022-06-30 | $1,666,909 | 24,420 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,699,236 | 24,520 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,812,587 | 25,319 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||