Diversify Advisory Services, LLC

Position in O — Realty Income Corp

CIK 2021232 SANDY, UT

Position in O

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$5,279,549

+$4,026,050 QoQ

Shares Held

85,209

+283.2% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#312

of 1,449 holders

Holding Since

Mar 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Diversify Advisory Services, LLC holds $7,664,106 across 4 REIT - Retail names. O ranks #1 (68.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp This page	85,209	$5,279,549
2	SPG	Simon Property Group Inc.	5,240	$1,171,926
3	PECO	Phillips Edison & Company, Inc.	24,371	$1,014,321
4	IVT	InvenTrust Properties Corp.	5,602	$198,310

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,279,549	85,209	+283.2%	Shares	Sole	2026-08-10
2025-12-31	$1,253,499	22,237	+22.7%	Shares	Sole	2026-01-23
2025-09-30	$1,101,940	18,127	+358.3%	Shares	Sole	2025-11-13
2024-03-31	$213,965	3,955	—	Shares	Sole	2024-04-30
No filing history on record for this holder in this stock.