Position in O
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$328,230
-$6,383 QoQ
Shares Held
5,365
-14.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
12 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, 2026Caprock Group, LLC holds $6,108,340 across 4 REIT - Retail names.
All Filings in O
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $328,230 | 5,365 | Shares | Sole | 2026-05-11 | |
| 2024-12-31 | $334,613 | 6,265 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $550,929 | 8,687 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $358,278 | 6,783 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $412,945 | 7,633 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $399,872 | 6,964 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $336,246 | 6,733 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $438,141 | 7,328 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $298,173 | 4,709 | Shares | Sole | 2023-04-26 | |
| 2022-09-30 | $254,741 | 4,377 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $281,777 | 4,128 | Shares | Sole | 2022-07-26 | |
| 2021-12-31 | $272,686 | 3,809 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||