Position in O
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$14,119,010
+$276,058 QoQ
Shares Held
227,873
+0.7% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#182
of 1,452 holders
Holding Since
Mar 2020
26 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, 2026BENJAMIN EDWARDS INC holds $17,656,205 across 4 REIT - Retail names. O ranks #1 (80.0% of the industry book) .
All Filings in O
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,119,010 | 227,873 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $13,842,952 | 226,266 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $12,724,793 | 225,737 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $14,651,301 | 241,015 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $13,564,677 | 235,457 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $13,192,169 | 227,412 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $10,996,638 | 205,891 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $12,932,479 | 203,918 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $145,519 | 2,755 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $155,212 | 2,869 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $157,790 | 2,748 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $138,833 | 2,780 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $171,298 | 2,865 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $182,171 | 2,877 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $176,081 | 2,776 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $136,770 | 2,350 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $160,137 | 2,346 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $180,595 | 2,606 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $197,516 | 2,759 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $864,648 | 13,331 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $871,356 | 13,056 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $840,485 | 13,236 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $760,835 | 12,238 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $692,246 | 11,395 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $700,612 | 11,775 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $599,218 | 12,018 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||