Position in O
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$221,568
-$814,698 QoQ
Shares Held
3,576
-78.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,100
of 1,449 holders
Holding Since
Dec 2023
11 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, 2026LongView Wealth Management holds $221,568 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
|
3,576 | $221,568 |
All Filings in O
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,568 | 3,576 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,036,266 | 16,938 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,536,762 | 45,002 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,532,936 | 41,667 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,182,036 | 37,876 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,123,398 | 36,604 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,879,391 | 35,188 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,605,160 | 25,310 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,120,365 | 21,211 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $891,027 | 16,470 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $925,380 | 16,116 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||