Position in O
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$787,325
-$35,301 QoQ
Shares Held
12,707
-5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#720
of 1,452 holders
Holding Since
Jun 2023
12 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, 2026PFW Advisors LLC holds $2,098,628 across 2 REIT - Retail names. O ranks #2 (37.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
|
10,623 | $1,311,303 | |
| 2 | O |
Realty Income Corp
This page
|
12,707 | $787,325 |
All Filings in O
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $787,325 | 12,707 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $822,626 | 13,446 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $754,005 | 13,376 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $803,461 | 13,217 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $762,871 | 13,242 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $788,529 | 13,593 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $683,113 | 12,790 | Shares | Sole | 2025-01-13 | |
| 2024-06-30 | $698,702 | 13,228 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $725,805 | 13,416 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $773,160 | 13,465 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $738,862 | 14,795 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $738,825 | 12,357 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||