Position in O
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,814,415
+$150,970 QoQ
Shares Held
77,702
+1.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#328
of 1,449 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $4,814,415 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
|
77,702 | $4,814,415 |
All Filings in O
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,814,415 | 77,702 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $4,663,445 | 76,225 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $4,257,795 | 75,533 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $4,063,081 | 66,838 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $3,732,608 | 64,791 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $3,722,674 | 64,173 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $3,296,838 | 61,727 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $4,371,667 | 68,932 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,699,988 | 70,049 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $3,827,466 | 70,748 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $4,389,873 | 76,452 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $3,565,565 | 71,397 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $4,170,052 | 69,745 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $4,564,547 | 72,087 | Shares | Defined | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||