Position in O
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$348,586
+$4,388 QoQ
Shares Held
5,626
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#948
of 1,452 holders
Holding Since
Dec 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, 2026VANCE WEALTH, LLC holds $348,586 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
|
5,626 | $348,586 |
All Filings in O
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,586 | 5,626 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $344,198 | 5,626 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $317,137 | 5,626 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $342,004 | 5,626 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $324,113 | 5,626 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $326,364 | 5,626 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $300,484 | 5,626 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $356,800 | 5,626 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $297,270 | 5,628 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $304,366 | 5,626 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $323,044 | 5,626 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $280,962 | 5,626 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $334,285 | 5,591 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $350,792 | 5,540 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $348,484 | 5,494 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $316,957 | 5,446 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $368,877 | 5,404 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $371,517 | 5,361 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $380,787 | 5,319 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||