VALLEY NATIONAL ADVISERS INC

Position in O — Realty Income Corp

CIK 773411 BETHLEHEM, PA

Position in O

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$24,350

-$733 QoQ

Shares Held

393

-4.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,295

of 1,449 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

VALLEY NATIONAL ADVISERS INC holds $81,743 across 5 REIT - Retail names. O ranks #2 (29.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	230	$51,439
2	O	Realty Income Corp This page	393	$24,350
3	CBL	Cbl & Associates Properties Inc	44	$2,335
4	FRT	Federal Realty Investment Trust	16	$1,975
5	FCPT	Four Corners Property Trust, Inc.	67	$1,644

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,350	393	-4.1%	Shares	Sole	2026-07-29
2026-03-31	$25,083	410	0.0%	Shares	Sole	2026-04-15
2025-12-31	$23,111	410	+4.1%	Shares	Sole	2026-01-23
2025-09-30	$23,951	394	+0.8%	Shares	Sole	2025-10-17
2025-06-30	$22,525	391	+0.3%	Shares	Sole	2025-07-22
2025-03-31	$22,623	390	+1.3%	Shares	Sole	2025-04-25
2024-12-31	$20,562	385	+1.3%	Shares	Sole	2025-01-24
2024-09-30	$24,099	380	-33.6%	Shares	Sole	2024-10-24
2024-06-30	$30,213	572	+3.6%	Shares	Sole	2024-07-18
2024-03-31	$29,863	552	+6.2%	Shares	Sole	2024-04-19
2023-12-31	$29,858	520	+18.2%	Shares	Sole	2024-01-25
2023-09-30	$21,973	440	+12.8%	Shares	Sole	2023-11-13
2023-06-30	$23,318	390	+2.6%	Shares	Sole	2023-07-31
2023-03-31	$24,061	380	0.0%	Shares	Sole	2023-04-26
2022-12-31	$24,103	380	0.0%	Shares	Sole	2023-01-12
2022-09-30	$22,116	380	0.0%	Shares	Sole	2022-11-08
2022-06-30	$25,938	380	0.0%	Shares	Sole	2022-07-15
2022-03-31	$26,334	380	0.0%	Shares	Sole	2022-05-06
2021-12-31	$27,204	380	0.0%	Shares	Sole	2022-02-11
2021-09-30	$24,646	380	0.0%	Shares	Sole	2021-11-10
2021-06-30	$25,361	380	0.0%	Shares	Sole	2021-08-02
2021-03-31	$24,129	380	0.0%	Shares	Sole	2021-05-07
2020-12-31	$23,624	380	0.0%	Shares	Sole	2021-02-11
2020-09-30	$23,085	380	0.0%	Shares	Sole	2020-11-13
2020-06-30	$22,609	380	0.0%	Shares	Sole	2020-08-10
2020-03-31	$18,946	380	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.