Position in O
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$180,861
+$2,644 QoQ
Shares Held
2,919
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,150
of 1,449 holders
Holding Since
Dec 2025
3 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, 2026High Point Wealth Management, LLC holds $180,861 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
|
2,919 | $180,861 |
All Filings in O
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $180,861 | 2,919 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $178,217 | 2,913 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $179,087 | 3,177 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||