DIVERSIFY WEALTH MANAGEMENT, LLC

Position in O — Realty Income Corp

CIK 2030780 SANDY, UT

Position in O

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$5,279,549

+$360,310 QoQ

Shares Held

85,209

+6.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#313

of 1,449 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, 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	+6.0%	Shares	Sole	2026-07-30
2026-03-31	$4,919,239	80,406	+53.7%	Shares	Sole	2026-05-01
2025-12-31	$2,949,334	52,321	+31.0%	Shares	Sole	2026-02-03
2025-09-30	$2,427,223	39,928	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.