Position in O
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$326,777
+$15,371 QoQ
Shares Held
5,274
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#972
of 1,452 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Tortuga Wealth Management, Inc holds $326,777 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
|
5,274 | $326,777 |
All Filings in O
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,777 | 5,274 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $311,406 | 5,090 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $230,778 | 4,094 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||