Position in O
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$572,448
+$22,441 QoQ
Shares Held
9,239
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#798
of 1,449 holders
Holding Since
Jun 2023
13 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, 2026Portside Wealth Group, LLC holds $2,206,434 across 2 REIT - Retail names. O ranks #2 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
7,306 | $1,633,986 | |
| 2 | O |
Realty Income Corp
This page
|
9,239 | $572,448 |
All Filings in O
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $572,448 | 9,239 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $550,007 | 8,990 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $567,758 | 10,072 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $708,749 | 11,659 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $654,103 | 11,354 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $697,627 | 12,026 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $606,630 | 11,358 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $624,813 | 9,852 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $529,678 | 10,028 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $546,301 | 10,098 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $551,519 | 9,605 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $584,497 | 11,704 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $695,058 | 11,625 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||