Position in O
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,340,132
-$38,926 QoQ
Shares Held
21,629
-4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#589
of 1,452 holders
Holding Since
Mar 2021
9 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, 2026Wealthspire Advisors, LLC holds $2,343,185 across 4 REIT - Retail names. O ranks #1 (57.2% of the industry book) .
All Filings in O
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,340,132 | 21,629 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,379,058 | 22,541 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,274,243 | 22,605 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,144,067 | 18,820 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,185,722 | 37,940 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,093,000 | 36,080 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $942,526 | 17,647 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,037,234 | 16,355 | Shares | Sole | 2024-11-13 | |
| 2021-03-31 | $232,282 | 3,658 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||