Position in O
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$416,247
-$33,487 QoQ
Shares Held
6,718
-8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#881
of 1,452 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, 2026Premier Path Wealth Partners, LLC holds $1,355,800 across 2 REIT - Retail names. O ranks #2 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
4,201 | $939,553 | |
| 2 | O |
Realty Income Corp
This page
|
6,718 | $416,247 |
All Filings in O
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,247 | 6,718 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $449,734 | 7,351 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $370,181 | 6,567 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $372,338 | 6,125 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $336,154 | 5,835 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $381,705 | 6,580 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $289,589 | 5,422 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $333,525 | 5,259 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $252,690 | 4,784 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $222,188 | 4,107 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $243,001 | 4,232 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||