Position in O
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$116,051
-$21,908 QoQ
Shares Held
1,873
-16.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,180
of 1,449 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $213,419 across 7 REIT - Retail names. O ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
1,873 | $116,051 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
2,237 | $93,103 | |
| 3 | SPG |
Simon Property Group Inc.
|
18 | $4,025 | |
| 4 | BFS |
Saul Centers, Inc.
|
2 | $74 | |
| 5 | IVT |
InvenTrust Properties Corp.
|
2 | $70 | |
| 6 | KIM |
Kimco Realty Corp
|
2 | $50 | |
| 7 | NNN |
Nnn REIT, Inc.
|
1 | $46 |
All Filings in O
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,051 | 1,873 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $137,959 | 2,255 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $124,012 | 2,200 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $132,703 | 2,183 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $120,116 | 2,085 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $120,021 | 2,069 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $105,697 | 1,979 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||