Position in O
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$431,117
+$25,800 QoQ
Shares Held
6,958
+5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#871
of 1,452 holders
Holding Since
Sep 2024
6 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, 2026Werba Rubin Papier Wealth Management holds $475,033 across 2 REIT - Retail names. O ranks #1 (90.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
6,958 | $431,117 | |
| 2 | SITC |
SITE Centers Corp.
|
11,062 | $43,916 |
All Filings in O
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,117 | 6,958 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $405,317 | 6,625 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $310,316 | 5,505 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $278,114 | 4,575 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $205,842 | 3,854 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $247,274 | 3,899 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||