Position in O
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$484,775
+$9,223 QoQ
Shares Held
7,824
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#839
of 1,449 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, 2026Trueblood Wealth Management, LLC holds $484,775 across 1 REIT - Retail name. O ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
7,824 | $484,775 |
All Filings in O
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,775 | 7,824 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $475,552 | 7,773 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $439,122 | 7,790 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $476,411 | 7,837 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $453,217 | 7,867 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $456,364 | 7,867 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $415,529 | 7,780 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $474,635 | 7,484 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $382,047 | 7,233 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $391,305 | 7,233 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $415,318 | 7,233 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||