Position in O
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,263,426
+$8,074 QoQ
Shares Held
20,391
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#597
of 1,449 holders
Holding Since
Mar 2020
26 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, 2026NAPLES GLOBAL ADVISORS, LLC holds $4,068,398 across 3 REIT - Retail names. O ranks #2 (31.1% 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 | $1,263,426 | 20,391 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,255,352 | 20,519 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,146,114 | 20,332 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,249,538 | 20,555 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,125,872 | 19,543 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,129,512 | 19,471 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $979,058 | 18,331 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,144,477 | 18,046 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $959,792 | 18,171 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $988,407 | 18,270 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,179,062 | 20,534 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,059,377 | 21,213 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,193,826 | 19,967 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,325,540 | 20,934 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,327,463 | 20,928 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $1,178,026 | 20,241 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,330,046 | 19,485 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,282,812 | 18,511 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,217,459 | 17,006 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,119,872 | 17,266 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,146,659 | 17,181 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,090,675 | 17,176 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,098,605 | 17,671 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,080,803 | 17,791 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,058,266 | 17,786 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $861,581 | 17,280 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||