Position in O
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$47,461
+$598 QoQ
Shares Held
766
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,243
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, 2026Fourth Dimension Wealth, LLC holds $521,199 across 2 REIT - Retail names. O ranks #2 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRX |
Brixmor Property Group Inc.
|
15,025 | $473,738 | |
| 2 | O |
Realty Income Corp
This page
|
766 | $47,461 |
All Filings in O
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,461 | 766 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $46,863 | 766 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $43,179 | 766 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $38,966 | 641 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $36,928 | 641 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $37,184 | 641 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $34,235 | 641 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||