Position in O
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$740,669
+$136,517 QoQ
Shares Held
11,954
+21.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#730
of 1,449 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026XXI WEALTH, LLC holds $1,070,105 across 2 REIT - Retail names. O ranks #1 (69.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
11,954 | $740,669 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,473 | $329,436 |
All Filings in O
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $740,669 | 11,954 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $604,152 | 9,875 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $482,752 | 8,564 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||