Mowery & Schoenfeld Wealth Management, LLC
Position in O — Realty Income Corp
CIK 2019946
LINCOLNSHIRE, IL
Position in O
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,392
+$156 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,339
of 1,452 holders
Holding Since
Dec 2023
11 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $117,283 across 2 REIT - Retail names. O ranks #2 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
469 | $104,891 | |
| 2 | O |
Realty Income Corp
This page
|
200 | $12,392 |
All Filings in O
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,392 | 200 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $12,236 | 200 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $11,274 | 200 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $12,158 | 200 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $11,522 | 200 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $11,602 | 200 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $29,322 | 549 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,684 | 200 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $10,564 | 200 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,820 | 200 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,484 | 200 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||