Position in O
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$353,419
+$6,039 QoQ
Shares Held
5,704
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#943
of 1,449 holders
Holding Since
Dec 2021
19 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, 2026SILVERLAKE WEALTH MANAGEMENT LLC holds $353,419 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
|
5,704 | $353,419 |
All Filings in O
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,419 | 5,704 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $347,380 | 5,678 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $304,961 | 5,410 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $327,779 | 5,392 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $315,645 | 5,479 | Shares | Sole | 2025-08-25 | |
| 2025-03-31 | $297,243 | 5,124 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $245,312 | 4,593 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $290,336 | 4,578 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $241,017 | 4,563 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $246,046 | 4,548 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $242,312 | 4,220 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $210,846 | 4,222 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $251,536 | 4,207 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $265,374 | 4,191 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $257,589 | 4,061 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $226,281 | 3,888 | Shares | Sole | 2023-04-06 | |
| 2022-06-30 | $263,483 | 3,860 | Shares | Sole | 2023-04-06 | |
| 2022-03-31 | $228,759 | 3,301 | Shares | Sole | 2023-04-06 | |
| 2021-12-31 | $257,724 | 3,600 | Shares | Sole | 2023-04-06 | |
| No filing history on record for this holder in this stock. | ||||||