Position in O
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$895,631
+$6,686 QoQ
Shares Held
14,455
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#683
of 1,452 holders
Holding Since
Dec 2023
11 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, 2026BROADWATER CAPITAL MANAGEMENT LLC holds $895,631 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
|
14,455 | $895,631 |
All Filings in O
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $895,631 | 14,455 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $888,945 | 14,530 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $819,056 | 14,530 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,193,307 | 19,630 | Shares | Sole | 2026-02-03 | |
| 2025-06-30 | $1,130,884 | 19,630 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $1,147,437 | 19,780 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $1,056,449 | 19,780 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $1,327,380 | 20,930 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $1,105,522 | 20,930 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $1,132,313 | 20,930 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $1,232,233 | 21,460 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||