Position in O
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$24,969
+$8,084 QoQ
Shares Held
403
+46.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,294
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, 2026HIGHLINE WEALTH PARTNERS LLC holds $209,245 across 8 REIT - Retail names. O ranks #4 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PECO |
Phillips Edison & Company, Inc.
|
2,535 | $105,506 | |
| 2 | FRT |
Federal Realty Investment Trust
|
285 | $35,180 | |
| 3 | SPG |
Simon Property Group Inc.
|
147 | $32,876 | |
| 4 | O |
Realty Income Corp
This page
|
403 | $24,969 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
253 | $7,977 | |
| 6 | REG |
Regency Centers Corp
|
15 | $1,196 | |
| 7 | ADC |
Agree Realty Corp
|
14 | $1,060 | |
| 8 | KIM |
Kimco Realty Corp
|
19 | $481 |
All Filings in O
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,969 | 403 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $16,885 | 276 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $15,501 | 275 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $17,142 | 282 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $14,978 | 260 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $13,748 | 237 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $11,109 | 208 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $12,620 | 199 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $9,296 | 176 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $6,275 | 116 | Shares | Sole | 2024-10-28 | |
| 2023-12-31 | $6,603 | 115 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||