Position in O
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,142,294
+$62,406 QoQ
Shares Held
18,436
+4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#621
of 1,449 holders
Holding Since
Sep 2025
4 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, 2026TRED AVON FAMILY WEALTH, LLC holds $1,142,294 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
|
18,436 | $1,142,294 |
All Filings in O
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,142,294 | 18,436 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,079,888 | 17,651 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $852,370 | 15,121 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $948,384 | 15,601 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||