Position in O
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$340,284
+$7,465 QoQ
Shares Held
5,492
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#956
of 1,452 holders
Holding Since
Jun 2021
16 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, 2026Wealth Management Associates, Inc. holds $340,284 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
|
5,492 | $340,284 |
All Filings in O
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,284 | 5,492 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $332,819 | 5,440 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $296,788 | 5,265 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $297,263 | 4,890 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $281,712 | 4,890 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $272,066 | 4,690 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $247,288 | 4,630 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $233,131 | 3,676 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | $222,696 | 3,517 | Shares | Sole | 2025-05-28 | |
| 2022-12-31 | $223,083 | 3,517 | Shares | Sole | 2025-05-28 | |
| 2022-09-30 | $204,689 | 3,517 | Shares | Sole | 2025-05-28 | |
| 2022-06-30 | $240,070 | 3,517 | Shares | Sole | 2025-05-28 | |
| 2022-03-31 | $239,223 | 3,452 | Shares | Sole | 2025-05-28 | |
| 2021-12-31 | $240,327 | 3,357 | Shares | Sole | 2025-05-28 | |
| 2021-09-30 | $215,789 | 3,327 | Shares | Sole | 2025-05-28 | |
| 2021-06-30 | $214,702 | 3,217 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||