Position in O
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$225,472
+$12,829 QoQ
Shares Held
3,639
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,092
of 1,452 holders
Holding Since
Mar 2025
4 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, 2026NWF Advisory Services Inc. holds $225,472 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
|
3,639 | $225,472 |
All Filings in O
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,472 | 3,639 | Shares | Sole | 2026-07-29 | |
| 2025-09-30 | $212,643 | 3,498 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $259,878 | 4,511 | Shares | Sole | 2025-09-09 | |
| 2025-03-31 | $259,652 | 4,476 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||