Naviter Wealth, LLC
- SEC CIK
- 0001855567
- Latest filing
- Aug 7, 2026
O holding history
Realty Income Corp in every 13F filed by Naviter Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
O overviewAll 13F holders of OFull Q2 2026 holdings
- Shares (Q2 2026)
- 78,312
- Value
- $4.87M
- % of portfolio
- 0.4%
- Quarters held
- 16
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 78,312 | $4.87M | 0.4% | +14,729+23.2% | Added | Holders |
| Q1 2026 | 63,583 | $3.91M | 0.5% | +6,687+11.8% | Added | Holders |
| Q4 2025 | 56,896 | $3.22M | 0.4% | −4,538−7.4% | Reduced | Holders |
| Q3 2025 | 61,434 | $3.73M | 0.4% | +5,096+9.0% | Added | Holders |
| Q2 2025 | 56,338 | $3.25M | 0.4% | +1,973+3.6% | Added | Holders |
| Q1 2025 | 54,365 | $3.08M | 0.4% | +1,123+2.1% | Added | Holders |
| Q4 2024 | 53,242 | $2.84M | 0.3% | +8,078+17.9% | Added | Holders |
| Q3 2024 | 45,164 | $2.86M | 0.4% | −3,697−7.6% | Reduced | Holders |
| Q2 2024 | 48,861 | $2.58M | 0.4% | +5,225+12.0% | Added | Holders |
| Q1 2024 | 43,636 | $2.37M | 0.4% | +3,208+7.9% | Added | Holders |
| Q4 2023 | 40,428 | $2.33M | 0.5% | +6,919+20.6% | Added | Holders |
| Q3 2023 | 33,509 | $1.68M | 0.4% | +2,428+7.8% | Added | Holders |
| Q2 2023 | 31,081 | $1.87M | 0.5% | +2,326+8.1% | Added | Holders |
| Q1 2023 | 28,755 | $1.83M | 0.6% | +6,584+29.7% | Added | Holders |
| Q4 2022 | 22,171 | $1.49M | 0.4% | +5,949+36.7% | Added | Holders |
| Q3 2022 | 16,222 | $948.0K | 0.4% | +16,222 | New | Holders |