Position in O
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$6,668
+$524 QoQ
Shares Held
109
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
10 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, 2026Johnson Financial Group, Inc. holds $169,018 across 3 REIT - Retail names.
All Filings in O
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,668 | 109 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $6,144 | 109 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $16,230 | 267 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,184 | 90 | Shares | Defined | 2025-08-13 | |
| 2024-09-30 | $2,980 | 47 | Shares | Defined | 2024-11-13 | |
| 2023-12-31 | $287 | 5 | Shares | Defined | 2024-02-09 | |
| 2023-03-31 | $2,152 | 34 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,395 | 22 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,280 | 22 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $104,664 | 1,462 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||