Smallwood Wealth Investment Management, LLC
Position in O — Realty Income Corp
CIK 1921304
RED BANK, NJ
Position in O
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$0
-$59 QoQ
Shares Held
0
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $264,434 across 7 REIT - Retail names. O ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVT |
InvenTrust Properties Corp.
|
5,507 | $194,947 | |
| 2 | KRG |
Kite Realty Group Trust
|
1,748 | $49,608 | |
| 3 | ADC |
Agree Realty Corp
|
200 | $15,148 | |
| 4 | SPG |
Simon Property Group Inc.
|
20 | $4,473 | |
| 5 | CURB |
Curbline Properties Corp.
|
8 | $243 | |
| 6 | SITC |
SITE Centers Corp.
|
4 | $15 | |
| 7 | O |
Realty Income Corp
This page
|
0 | $0 |
All Filings in O
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $0 | 0 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $59 | 0 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $54 | 0 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $864 | 15 | Shares | Sole | 2025-10-03 | |
| No filing history on record for this holder in this stock. | ||||||