Position in O
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,276,637
+$396,982 QoQ
Shares Held
85,162
+6.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#314
of 1,449 holders
Holding Since
Dec 2024
7 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, 2026LMG Wealth Partners, LLC holds $5,582,142 across 2 REIT - Retail names. O ranks #1 (94.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
85,162 | $5,276,637 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,366 | $305,505 |
All Filings in O
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,276,637 | 85,162 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,879,655 | 79,759 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,301,594 | 76,310 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,865,449 | 80,037 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,539,034 | 78,789 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,368,791 | 75,311 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,965,425 | 74,245 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||