Position in O
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$8,719,135
+$709,633 QoQ
Shares Held
140,722
+7.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
3.64%
of 13F equity value
Holder Rank
#240
of 1,449 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Windle Wealth, LLC holds $8,719,135 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
|
140,722 | $8,719,135 |
All Filings in O
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,719,135 | 140,722 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $8,009,502 | 130,917 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,230,692 | 128,272 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,670,239 | 126,176 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,372,236 | 127,968 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $7,568,506 | 130,469 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,604,520 | 123,657 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,386,273 | 116,466 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,081,694 | 115,140 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,901,390 | 109,083 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,020,027 | 104,842 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,890,774 | 97,933 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,156,887 | 86,250 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,334,836 | 84,252 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,202,338 | 82,017 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||