Position in O
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$263,206
+$60,640 QoQ
Shares Held
4,248
+28.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,039
of 1,452 holders
Holding Since
Jun 2023
11 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, 2026Modera Wealth Management, LLC holds $981,975 across 3 REIT - Retail names. O ranks #3 (26.8% of the industry book) .
All Filings in O
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,206 | 4,248 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $202,566 | 3,311 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $242,165 | 4,296 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $271,852 | 4,472 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $258,208 | 4,482 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $254,199 | 4,382 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $261,922 | 4,904 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $287,419 | 4,532 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $241,387 | 4,570 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $247,832 | 4,581 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $281,072 | 4,701 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||