Frank, Rimerman Advisors LLC

Position in O — Realty Income Corp

CIK 1977560 Palo Alto, CA

Position in O

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,651,702

-$236,299 QoQ

Shares Held

42,797

-9.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#444

of 1,452 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Frank, Rimerman Advisors LLC holds $4,959,357 across 4 REIT - Retail names. O ranks #1 (53.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp This page	42,797	$2,651,702
2	SPG	Simon Property Group Inc.	7,531	$1,684,308
3	ADC	Agree Realty Corp	5,578	$422,477
4	NNN	Nnn REIT, Inc.	4,317	$200,870

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,651,702	42,797	-9.3%	Shares	Sole	2026-07-27
2026-03-31	$2,888,001	47,205	+10.9%	Shares	Sole	2026-04-29
2025-12-31	$2,399,783	42,572	-9.0%	Shares	Sole	2026-01-15
2025-09-30	$2,843,938	46,783	+9.0%	Shares	Sole	2025-11-04
2025-06-30	$2,471,814	42,906	+18.3%	Shares	Sole	2025-08-11
2025-03-31	$2,104,254	36,274	-14.4%	Shares	Sole	2025-05-12
2024-12-31	$2,262,554	42,362	+14.4%	Shares	Sole	2025-02-10
2024-09-30	$2,347,998	37,023	-1.1%	Shares	Sole	2024-10-24
2024-06-30	$1,977,475	37,438	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.