Position in O
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$496,485
+$46,568 QoQ
Shares Held
8,013
+9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#830
of 1,449 holders
Holding Since
Dec 2024
7 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, 2026Alteri Wealth LLC holds $1,391,308 across 2 REIT - Retail names. O ranks #2 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
4,001 | $894,823 | |
| 2 | O |
Realty Income Corp
This page
|
8,013 | $496,485 |
All Filings in O
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,485 | 8,013 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $449,917 | 7,354 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $414,206 | 7,348 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $449,724 | 7,398 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $413,697 | 7,181 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $410,536 | 7,077 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $277,411 | 5,194 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||