Position in O
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$314,199
+$38,767 QoQ
Shares Held
5,071
+12.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#992
of 1,449 holders
Holding Since
Dec 2022
11 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, 2026Core Wealth Partners LLC holds $314,199 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
|
5,071 | $314,199 |
All Filings in O
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,199 | 5,071 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $275,432 | 4,502 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $254,736 | 4,519 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $284,922 | 4,687 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $277,449 | 4,816 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $308,265 | 5,314 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $406,663 | 7,614 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $417,049 | 6,576 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $217,776 | 4,123 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $219,970 | 4,066 | Shares | Sole | 2024-04-19 | |
| 2022-12-31 | $201,465 | 25,909 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||