Position in O
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$810,932
+$84,053 QoQ
Shares Held
13,088
+10.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#711
of 1,452 holders
Holding Since
Jun 2023
13 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $810,932 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
|
13,088 | $810,932 |
All Filings in O
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $810,932 | 13,088 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $726,879 | 11,881 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $729,709 | 12,945 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $731,486 | 12,033 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $661,650 | 11,485 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $666,186 | 11,484 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $1,270,463 | 23,787 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,158,366 | 18,265 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $862,392 | 16,327 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,241,324 | 22,945 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,393,066 | 24,261 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $394,975 | 7,909 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $296,976 | 4,967 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||