Position in O
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$551,196
+$15,015 QoQ
Shares Held
8,896
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#807
of 1,452 holders
Holding Since
Mar 2020
26 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, 2026Wealthspire Retirement, LLC holds $551,196 across 1 REIT - Retail name. O ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
8,896 | $551,196 |
All Filings in O
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,196 | 8,896 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $536,181 | 8,764 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $555,357 | 9,852 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $601,395 | 9,893 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $562,792 | 9,769 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $589,613 | 10,164 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $506,593 | 9,485 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $593,864 | 9,364 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $492,440 | 9,323 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $500,749 | 9,256 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $528,493 | 9,204 | Shares | Sole | 2025-02-13 | |
| 2023-09-30 | $468,587 | 9,383 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 | $559,514 | 9,358 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $387,328 | 6,117 | Shares | Sole | 2025-02-13 | |
| 2022-12-31 | $381,277 | 6,011 | Shares | Sole | 2025-02-13 | |
| 2022-09-30 | $347,395 | 5,969 | Shares | Sole | 2025-02-13 | |
| 2022-06-30 | $404,918 | 5,932 | Shares | Sole | 2025-02-13 | |
| 2022-03-31 | $408,523 | 5,895 | Shares | Sole | 2025-02-13 | |
| 2021-12-31 | $419,302 | 5,857 | Shares | Sole | 2025-02-13 | |
| 2021-09-30 | $368,793 | 5,686 | Shares | Sole | 2025-02-13 | |
| 2021-06-30 | $376,213 | 5,637 | Shares | Sole | 2025-02-13 | |
| 2021-03-31 | $355,028 | 5,591 | Shares | Sole | 2025-02-13 | |
| 2020-12-31 | $344,483 | 5,541 | Shares | Sole | 2025-02-13 | |
| 2020-09-30 | $311,161 | 5,122 | Shares | Sole | 2025-02-13 | |
| 2020-06-30 | $301,902 | 5,074 | Shares | Sole | 2025-02-13 | |
| 2020-03-31 | $251,045 | 5,035 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||