Wealth Enhancement Trust Services, Inc.
Position in O — Realty Income Corp
CIK 2067696
SIOUX FALLS, SD
Position in O
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$19,703
+$11,444 QoQ
Shares Held
318
+135.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,303
of 1,449 holders
Holding Since
Dec 2025
3 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, 2026Wealth Enhancement Trust Services, Inc. holds $125,005 across 6 REIT - Retail names. O ranks #2 (15.8% of the industry book) .
All Filings in O
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,703 | 318 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $8,259 | 135 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $16,065 | 285 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||