Position in O
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$303,665
+$77,177 QoQ
Shares Held
4,901
+32.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,001
of 1,452 holders
Holding Since
Mar 2026
2 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, 2026BAM Wealth Management, LLC holds $663,070 across 2 REIT - Retail names. O ranks #2 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,607 | $359,405 | |
| 2 | O |
Realty Income Corp
This page
|
4,901 | $303,665 |
All Filings in O
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,665 | 4,901 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $226,488 | 3,702 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||