Position in O
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$378,947
+$86,691 QoQ
Shares Held
6,116
+28.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#914
of 1,449 holders
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Turtle Creek Wealth Advisors, LLC holds $1,201,308 across 2 REIT - Retail names. O ranks #2 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
3,677 | $822,361 | |
| 2 | O |
Realty Income Corp
This page
|
6,116 | $378,947 |
All Filings in O
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,947 | 6,116 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $292,256 | 4,777 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $221,703 | 3,933 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $302,977 | 4,984 | Shares | Sole | 2025-10-29 | |
| 2023-12-31 | $82,971 | 1,445 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||