Financial Perspectives, Inc

Position in O — Realty Income Corp

CIK 2003287 MINNEAPOLIS, MN

Position in O

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$124,601

+$1,569 QoQ

Shares Held

2,011

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,172

of 1,449 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Financial Perspectives, Inc holds $135,845 across 3 REIT - Retail names. O ranks #1 (91.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp This page	2,011	$124,601
2	SPG	Simon Property Group Inc.	46	$10,287
3	FCPT	Four Corners Property Trust, Inc.	39	$957

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$124,601	2,011	0.0%	Shares	Sole	2026-07-24
2026-03-31	$123,032	2,011	0.0%	Shares	Sole	2026-05-11
2025-12-31	$113,360	2,011	0.0%	Shares	Sole	2026-01-28
2025-09-30	$122,248	2,011	0.0%	Shares	Sole	2025-10-22
2025-06-30	$115,853	2,011	0.0%	Shares	Sole	2025-07-30
2025-03-31	$116,658	2,011	0.0%	Shares	Sole	2025-04-18
2024-12-31	$107,407	2,011	0.0%	Shares	Sole	2025-02-03
2024-09-30	$127,537	2,011	0.0%	Shares	Sole	2024-10-17
2024-06-30	$106,221	2,011	0.0%	Shares	Sole	2024-08-09
2024-03-31	$108,795	2,011	0.0%	Shares	Sole	2024-04-19
2023-12-31	$115,471	2,011	0.0%	Shares	Sole	2024-02-01
2023-09-30	$100,429	2,011	0.0%	Shares	Sole	2024-01-10
2023-06-30	$120,237	2,011	0.0%	Shares	Sole	2024-01-10
2023-03-31	$127,336	2,011	0.0%	Shares	Sole	2024-01-10
2022-12-31	$127,557	2,011	0.0%	Shares	Sole	2024-01-10
2022-09-30	$117,040	2,011	0.0%	Shares	Sole	2024-01-10
2022-06-30	$137,270	2,011	0.0%	Shares	Sole	2024-01-10
2022-03-31	$139,362	2,011	0.0%	Shares	Sole	2024-01-10
2021-12-31	$143,967	2,011	0.0%	Shares	Sole	2024-01-10
2021-09-30	$130,433	2,011	0.0%	Shares	Sole	2024-01-10
2021-06-30	$134,214	2,011	-98.4%	Shares	Sole	2024-01-10
2021-03-31	$2,011	127,699	+6250.0%	Shares	Sole	2024-01-10
2020-12-31	$125,023	2,011	0.0%	Shares	Sole	2024-01-10
2020-09-30	$122,168	2,011	0.0%	Shares	Sole	2024-01-10
2020-06-30	$119,654	2,011	0.0%	Shares	Sole	2024-01-10
2020-03-31	$100,268	2,011	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.