Envestnet Portfolio Solutions, Inc.

Position in O — Realty Income Corp

CIK 1998033 BERWYN, PA

Position in O

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,044,026

-$158,650 QoQ

Shares Held

16,850

-14.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#639

of 1,449 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $3,750,643 across 6 REIT - Retail names. O ranks #2 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KIM	Kimco Realty Corp	43,383	$1,099,759
2	O	Realty Income Corp This page	16,850	$1,044,026
3	CURB	Curbline Properties Corp.	21,817	$663,236
4	SPG	Simon Property Group Inc.	1,818	$406,595
5	REG	Regency Centers Corp	3,460	$275,900
6	EPRT	Essential Properties Realty Trust, Inc.	8,748	$261,127

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,044,026	16,850	-14.3%	Shares	Sole	2026-07-20
2026-03-31	$1,202,676	19,658	-65.4%	Shares	Sole	2026-04-29
2025-12-31	$3,204,859	56,854	+4.5%	Shares	Sole	2026-02-06
2025-09-30	$3,306,915	54,399	-5.1%	Shares	Sole	2025-10-30
2025-06-30	$3,302,781	57,330	+3.9%	Shares	Sole	2025-07-25
2025-03-31	$3,200,411	55,170	-15.6%	Shares	Sole	2025-04-21
2024-12-31	$3,493,067	65,401	-3.7%	Shares	Sole	2025-02-10
2024-09-30	$4,306,281	67,901	-2.2%	Shares	Sole	2024-10-31
2024-06-30	$3,666,711	69,419	+19.9%	Shares	Sole	2024-07-16
2024-03-31	$3,131,308	57,880	+33.9%	Shares	Sole	2024-05-06
2023-12-31	$2,482,611	43,236	+2.6%	Shares	Sole	2024-02-07
2023-09-30	$2,104,022	42,131	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.