Position in O
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$218,099
-$14,568 QoQ
Shares Held
3,520
-7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,105
of 1,449 holders
Holding Since
Sep 2024
5 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, 2026Quotient Wealth Partners, LLC holds $649,519 across 2 REIT - Retail names. O ranks #2 (33.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,929 | $431,420 | |
| 2 | O |
Realty Income Corp
This page
|
3,520 | $218,099 |
All Filings in O
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,099 | 3,520 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $232,667 | 3,803 | Shares | Sole | 2026-04-16 | |
| 2025-09-30 | $232,217 | 3,820 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $241,501 | 4,192 | Shares | Sole | 2025-07-29 | |
| 2024-09-30 | $205,163 | 3,235 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||