Position in O
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$233,589
-$13,822 QoQ
Shares Held
3,770
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,078
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, 2026Evergreen Wealth Partners LLC holds $233,589 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
|
3,770 | $233,589 |
All Filings in O
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,589 | 3,770 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $247,411 | 4,044 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $232,977 | 4,133 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||