Position in O
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$65,305
-$3,033 QoQ
Shares Held
1,054
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,216
of 1,449 holders
Holding Since
Dec 2024
7 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, 2026Whipplewood Advisors, LLC holds $65,305 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
|
1,054 | $65,305 |
All Filings in O
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,305 | 1,054 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $68,338 | 1,117 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $187,599 | 3,328 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $197,689 | 3,252 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $199,905 | 3,470 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $19,143 | 5,208 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $272,176 | 5,096 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||