Position in O
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$429,878
+$224,692 QoQ
Shares Held
6,938
+90.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#872
of 1,449 holders
Holding Since
Jun 2024
3 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, 2026Triad Wealth Partners, LLC holds $1,377,930 across 2 REIT - Retail names. O ranks #2 (31.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
4,239 | $948,052 | |
| 2 | O |
Realty Income Corp
This page
|
6,938 | $429,878 |
All Filings in O
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,878 | 6,938 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $205,186 | 3,640 | Shares | Sole | 2026-01-22 | |
| 2024-06-30 | $14,578 | 276 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||