Position in O
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$42,938
+$541 QoQ
Shares Held
693
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,254
of 1,452 holders
Holding Since
Dec 2024
6 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, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $84,089 across 2 REIT - Retail names. O ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
693 | $42,938 | |
| 2 | SPG |
Simon Property Group Inc.
|
184 | $41,151 |
All Filings in O
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,938 | 693 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $42,397 | 693 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $39,064 | 693 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $42,127 | 693 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $39,923 | 693 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $8,011 | 150 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||