Position in O
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$772,765
+$101,988 QoQ
Shares Held
12,472
+13.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#723
of 1,449 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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $772,765 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
|
12,472 | $772,765 |
All Filings in O
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $772,765 | 12,472 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $670,777 | 10,964 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $618,040 | 10,964 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $669,419 | 11,012 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $633,940 | 11,004 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $749,257 | 12,916 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $658,919 | 12,337 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $791,862 | 12,486 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $706,414 | 13,374 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $777,633 | 14,374 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $825,355 | 14,374 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $937,873 | 18,780 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,125,307 | 18,821 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,203,839 | 19,012 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,224,960 | 19,312 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||