Position in O
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,214,147
+$342,249 QoQ
Shares Held
68,014
+7.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#346
of 1,452 holders
Holding Since
Mar 2026
2 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, 2026Tulsa Wealth Advisors, INC holds $4,214,147 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
|
68,014 | $4,214,147 |
All Filings in O
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,214,147 | 68,014 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,871,898 | 63,287 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||