Position in O
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$341,027
+$126,897 QoQ
Shares Held
5,504
+57.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#955
of 1,452 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026SRH ADVISORS, LLC holds $666,061 across 3 REIT - Retail names. O ranks #1 (51.2% of the industry book) .
All Filings in O
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,027 | 5,504 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $214,130 | 3,500 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $197,295 | 3,500 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $188,449 | 3,100 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $178,591 | 3,100 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $179,831 | 3,100 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $165,571 | 3,100 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $196,602 | 3,100 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $163,742 | 3,100 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $167,710 | 3,100 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $178,002 | 3,100 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $124,850 | 2,500 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $119,580 | 2,000 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $126,640 | 2,000 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $126,860 | 2,000 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $116,400 | 2,000 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $136,520 | 2,000 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $69,300 | 1,000 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $71,590 | 1,000 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $64,859 | 1,000 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $66,739 | 1,000 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $63,499 | 1,000 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $62,169 | 1,000 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $60,750 | 1,000 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $59,499 | 1,000 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $49,860 | 1,000 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||