Position in O
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$409,121
+$256 QoQ
Shares Held
6,603
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#884
of 1,449 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Meadowbrook Wealth Management, LLC holds $1,998,154 across 2 REIT - Retail names. O ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
7,105 | $1,589,033 | |
| 2 | O |
Realty Income Corp
This page
|
6,603 | $409,121 |
All Filings in O
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,121 | 6,603 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $408,865 | 6,683 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $385,176 | 6,833 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $415,378 | 6,833 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||