Position in O
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$64,376
-$2,187 QoQ
Shares Held
1,039
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,220
of 1,449 holders
Holding Since
Mar 2020
25 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, 2026Capital Advisors, Ltd. LLC holds $304,479 across 10 REIT - Retail names. O ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
416 | $93,038 | |
| 2 | O |
Realty Income Corp
This page
|
1,039 | $64,376 | |
| 3 | NNN |
Nnn REIT, Inc.
|
1,356 | $63,094 | |
| 4 | ADC |
Agree Realty Corp
|
750 | $56,805 | |
| 5 | KIM |
Kimco Realty Corp
|
572 | $14,500 | |
| 6 | REG |
Regency Centers Corp
|
87 | $6,937 | |
| 7 | ALX |
Alexanders Inc
|
17 | $4,684 | |
| 8 | MAC |
Macerich Co
|
25 | $629 |
All Filings in O
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,376 | 1,039 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $66,563 | 1,088 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $59,864 | 1,062 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $64,558 | 1,062 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $61,181 | 1,062 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $63,346 | 1,092 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $56,614 | 1,060 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $62,722 | 989 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $9,560 | 181 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $4,382 | 81 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $12,689 | 221 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $14,782 | 296 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $12,017 | 201 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $12,727 | 201 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $13,066 | 206 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $11,698 | 201 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $13,720 | 201 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $13,929 | 201 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $15,033 | 210 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $13,036 | 201 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,414 | 201 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $12,763 | 201 | Shares | Sole | 2021-05-13 | |
| 2020-09-30 | $12,210 | 201 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $11,959 | 201 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $10,021 | 201 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||