Position in O
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$371,760
+$4,680 QoQ
Shares Held
6,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#923
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, 2026Trace Wealth Advisors, LLC holds $371,760 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
|
6,000 | $371,760 |
All Filings in O
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,760 | 6,000 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $367,080 | 6,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $338,220 | 6,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $364,740 | 6,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $345,660 | 6,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $348,060 | 6,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $320,460 | 6,000 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||