Position in O
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$277,704
-$12,901 QoQ
Shares Held
4,482
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,026
of 1,449 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, 2026LightSquare Wealth Management, LLC holds $277,704 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
|
4,482 | $277,704 |
All Filings in O
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,704 | 4,482 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $290,605 | 4,750 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||