LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in O — Realty Income Corp
CIK 932974
BOSTON, MA
Position in O
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$41,265
+$520 QoQ
Shares Held
666
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,256
of 1,449 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $1,259,735 across 3 REIT - Retail names. O ranks #2 (3.3% of the industry book) .
All Filings in O
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,265 | 666 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $40,745 | 666 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $37,542 | 666 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $40,486 | 666 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $38,368 | 666 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $38,634 | 666 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $35,571 | 666 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $42,237 | 666 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $35,178 | 666 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $36,030 | 666 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $38,241 | 666 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $33,260 | 666 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $39,820 | 666 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $42,171 | 666 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $42,244 | 666 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $38,761 | 666 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $45,461 | 666 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $46,153 | 666 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $356,160 | 4,975 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $43,196 | 666 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $203,690 | 3,052 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $185,639 | 2,986 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $181,399 | 2,986 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $177,666 | 2,986 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $148,882 | 2,986 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||