Lodestone Wealth Management LLC

Position in O — Realty Income Corp

CIK 1950158 SPOKANE, WA

Position in O

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$5,576

+$70 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,378

of 1,452 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Lodestone Wealth Management LLC holds $6,490,862 across 4 REIT - Retail names. O ranks #4 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	15,262	$3,413,345
2	MAC	Macerich Co	121,497	$3,060,509
3	KIM	Kimco Realty Corp	451	$11,432
4	O	Realty Income Corp This page	90	$5,576

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,576	90	0.0%	Shares	Sole	2026-07-24
2026-03-31	$5,506	90	0.0%	Shares	Sole	2026-05-01
2025-12-31	$5,073	90	—	Shares	Sole	2026-01-15
No filing history on record for this holder in this stock.