Clark Wealth Partners

Position in O — Realty Income Corp

CIK 2107657 O'FALLON, IL

Position in O

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$52,604

+$18,588 QoQ

Shares Held

849

+52.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,237

of 1,449 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Clark Wealth Partners holds $59,574 across 5 REIT - Retail names. O ranks #1 (88.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp This page	849	$52,604
2	SPG	Simon Property Group Inc.	20	$4,473
3	FRT	Federal Realty Investment Trust	7	$864
4	KIM	Kimco Realty Corp	33	$836
5	REG	Regency Centers Corp	10	$797

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$52,604	849	+52.7%	Shares	Sole	2026-07-28
2026-03-31	$34,016	556	+1163.6%	Shares	Sole	2026-05-12
2025-12-31	$2,480	44	0.0%	Shares	Sole	2026-02-04
2025-09-30	$2,674	44	-21.4%	Shares	Sole	2026-02-04
2025-06-30	$3,226	56	+1.8%	Shares	Sole	2026-02-04
2025-03-31	$3,190	55	+7.8%	Shares	Sole	2026-02-04
2024-12-31	$2,723	51	—	Shares	Sole	2026-02-04
No filing history on record for this holder in this stock.