Modern Wealth Management, LLC

Position in O — Realty Income Corp

CIK 2001900 KANSAS CITY, MO

Position in O

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$991,296

-$126,461 QoQ

Shares Held

16,203

-18.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 7.208541628093563.ToString("F0")% Shared 0.ToString("F0")% None 92.79145837190643.ToString("F0")%

Real Estate · as of Mar 31, 2026

Modern Wealth Management, LLC holds $8,364,117 across 5 REIT - Retail names. O ranks #3 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PECO	Phillips Edison & Company, Inc.	100,324	$3,754,123
2	SPG	Simon Property Group Inc.	17,495	$3,263,341
3	O	Realty Income Corp This page	16,203	$991,296
4	KRG	Kite Realty Group Trust	10,614	$260,572
5	SITC	SITE Centers Corp.	17,553	$94,785

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$991,296	16,203	-18.3%	Shares	Other	2026-05-14
2025-12-31	$1,117,757	19,829	+2.5%	Shares	Sole	2026-02-17
2025-09-30	$1,175,432	19,336	+0.3%	Shares	Other	2025-11-12
2025-06-30	$1,110,835	19,282	+19.7%	Shares	Sole	2025-11-12
2025-03-31	$934,482	16,109	+12.1%	Shares	Other	2025-05-15
2024-12-31	$767,288	14,366	+19.2%	Shares	Sole	2025-02-11
2024-09-30	$764,211	12,050	-0.1%	Shares	Sole	2024-11-05
2024-06-30	$637,167	12,063	+17.7%	Shares	Sole	2024-08-08
2024-03-31	$554,416	10,248	+4.0%	Shares	Sole	2024-05-13
2023-12-31	$565,644	9,851	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.