Position in O
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$479,880
+$10,018 QoQ
Shares Held
7,745
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#842
of 1,449 holders
Holding Since
Dec 2025
3 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, 2026Invera Wealth Advisors, LLC holds $479,880 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
|
7,745 | $479,880 |
All Filings in O
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,880 | 7,745 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $469,862 | 7,680 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $438,727 | 7,783 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||