Position in O
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$205,955
+$2,593 QoQ
Shares Held
3,324
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,132
of 1,452 holders
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Alta Advisers Ltd holds $493,345 across 2 REIT - Retail names. O ranks #2 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,285 | $287,390 | |
| 2 | O |
Realty Income Corp
This page
|
3,324 | $205,955 |
All Filings in O
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,955 | 3,324 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $203,362 | 3,324 | Shares | Defined | 2026-05-07 | |
| 2025-09-30 | $250,697 | 4,124 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $237,583 | 4,124 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $239,233 | 4,124 | Shares | Defined | 2025-04-25 | |
| 2024-09-30 | $133,182 | 2,100 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $84,512 | 1,600 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $86,560 | 1,600 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $91,872 | 1,600 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $79,904 | 1,600 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $95,664 | 1,600 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $101,312 | 1,600 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $101,488 | 1,600 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $93,120 | 1,600 | Shares | Sole | 2022-10-28 | |
| No filing history on record for this holder in this stock. | ||||||