Clearstead Advisors, LLC

Position in O — Realty Income Corp

CIK 842775 CLEVELAND, OH

Position in O

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,442,490

+$567,433 QoQ

Shares Held

23,281

+62.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#577

of 1,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Clearstead Advisors, LLC holds $4,107,768 across 26 REIT - Retail names. O ranks #2 (35.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	8,698	$1,945,307
2	O	Realty Income Corp This page	23,281	$1,442,490
3	NNN	Nnn REIT, Inc.	8,379	$389,874
4	FCPT	Four Corners Property Trust, Inc.	3,776	$92,700
5	REG	Regency Centers Corp	729	$58,130
6	FRT	Federal Realty Investment Trust	400	$49,376
7	KIM	Kimco Realty Corp	1,474	$37,365
8	PECO	Phillips Edison & Company, Inc.	737	$30,673

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,442,490	23,281	+62.8%	Shares	Sole	2026-08-06
2026-03-31	$875,057	14,303	+48.0%	Shares	Sole	2026-05-06
2025-12-31	$544,590	9,661	+21.4%	Shares	Sole	2026-02-09
2025-09-30	$483,827	7,959	-68.7%	Shares	Sole	2025-11-10
2025-06-30	$1,467,038	25,465	+1.8%	Shares	Sole	2025-08-08
2025-03-31	$1,450,540	25,005	-3.7%	Shares	Sole	2025-05-13
2024-12-31	$1,387,111	25,971	+166.6%	Shares	Sole	2025-02-10
2024-09-30	$617,710	9,740	+67.0%	Shares	Sole	2024-11-13
2024-06-30	$308,151	5,834	+704.7%	Shares	Sole	2024-08-12
2024-03-31	$39,222	725	+35.3%	Shares	Sole	2024-05-14
2023-12-31	$30,777	536	+53.1%	Shares	Sole	2024-02-12
2023-09-30	$17,479	350	-30.1%	Shares	Sole	2023-11-07
2023-06-30	$29,954	501	-9.6%	Shares	Sole	2023-08-07
2023-03-31	$35,079	554	+2.4%	Shares	Sole	2023-05-09
2022-12-31	$34,315	541	+69.1%	Shares	Sole	2023-02-14
2022-09-30	$18,624	320	+123.8%	Shares	Sole	2022-11-15
2022-06-30	$9,761	143	-51.2%	Shares	Sole	2022-08-12
2022-03-31	$20,304	293	+148.3%	Shares	Sole	2022-05-04
2021-12-31	$8,447	118	-44.9%	Shares	Sole	2022-02-14
2021-09-30	$13,880	214	+84.5%	Shares	Sole	2021-11-12
2021-06-30	$7,741	116	+1.8%	Shares	Sole	2021-08-12
2021-03-31	$7,238	114	-47.0%	Shares	Sole	2021-05-14
2020-12-31	$13,366	215	+92.0%	Shares	Sole	2021-02-11
2020-09-30	$6,804	112	-79.0%	Shares	Sole	2020-11-12
2020-06-30	$31,713	533	+389.0%	Shares	Sole	2020-08-11
2020-03-31	$5,434	109	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.