Position in O
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$468,665
-$43,105 QoQ
Shares Held
7,564
-9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#850
of 1,452 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $6,694,786 across 5 REIT - Retail names. O ranks #3 (7.0% of the industry book) .
All Filings in O
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,665 | 7,564 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $511,770 | 8,365 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $458,400 | 8,132 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $508,994 | 8,373 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $459,439 | 7,975 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $407,056 | 7,017 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $389,893 | 7,300 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||