Position in O
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$325,847
-$548 QoQ
Shares Held
5,259
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#974
of 1,452 holders
Holding Since
Dec 2025
3 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $563,810 across 2 REIT - Retail names. O ranks #1 (57.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
5,259 | $325,847 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,064 | $237,963 |
All Filings in O
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,847 | 5,259 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $326,395 | 5,335 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $283,315 | 5,026 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||