Position in O
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,195,766
+$241,909 QoQ
Shares Held
19,299
+23.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#610
of 1,452 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, 2026CrossGen Wealth, LLC holds $1,195,766 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
|
19,299 | $1,195,766 |
All Filings in O
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,195,766 | 19,299 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $953,857 | 15,591 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $839,518 | 14,893 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||