Position in O
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,754,500
+$716,798 QoQ
Shares Held
221,990
+4.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#184
of 1,452 holders
Holding Since
Jun 2020
25 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, 2026Capital Investment Advisors, LLC holds $14,737,961 across 3 REIT - Retail names. O ranks #1 (93.3% of the industry book) .
All Filings in O
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,754,500 | 221,990 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $13,037,702 | 213,104 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $11,440,460 | 202,953 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $11,564,568 | 190,238 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $10,152,725 | 176,232 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $9,477,615 | 163,379 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $422,473 | 7,910 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $517,570 | 8,161 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $431,275 | 8,165 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $303,230 | 5,605 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $327,121 | 5,697 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $282,360 | 5,654 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $348,635 | 5,831 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $398,599 | 6,295 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $362,375 | 5,713 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $335,581 | 5,766 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $330,514 | 4,842 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $381,565 | 5,506 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $389,234 | 5,437 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $323,326 | 4,985 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $325,023 | 4,870 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $322,706 | 5,082 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $258,005 | 4,150 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $256,547 | 4,223 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $252,815 | 4,249 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||