Position in O
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$9,765,205
+$706,099 QoQ
Shares Held
157,605
+6.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#225
of 1,452 holders
Holding Since
Dec 2022
15 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, 2026Cyndeo Wealth Partners, LLC holds $9,765,205 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
|
157,605 | $9,765,205 |
All Filings in O
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,765,205 | 157,605 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $9,059,106 | 148,073 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $388,502 | 6,892 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $419,815 | 6,906 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $393,303 | 6,827 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $406,011 | 6,999 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $625,537 | 11,712 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $812,600 | 12,813 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $671,976 | 12,722 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $232,792 | 4,303 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $253,968 | 4,423 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $428,135 | 8,573 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $431,325 | 7,214 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $473,380 | 7,476 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $573,660 | 9,044 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||