Position in O
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,043,688
+$149,433 QoQ
Shares Held
32,984
+6.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#493
of 1,452 holders
Holding Since
Sep 2023
12 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, 2026JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $9,376,724 across 2 REIT - Retail names. O ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
32,788 | $7,333,036 | |
| 2 | O |
Realty Income Corp
This page
|
32,984 | $2,043,688 |
All Filings in O
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,043,688 | 32,984 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,894,255 | 30,962 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,717,424 | 30,467 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,858,046 | 30,565 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,532,426 | 26,600 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,608,617 | 27,730 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,441,268 | 26,985 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,492,272 | 23,530 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,050,008 | 19,879 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,039,044 | 19,206 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,087,879 | 18,946 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $940,470 | 18,832 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||