Position in O
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,545,585
-$4,855,588 QoQ
Shares Held
137,921
-37.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#244
of 1,452 holders
Holding Since
Sep 2024
8 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, 2026World Investment Advisors holds $10,047,837 across 3 REIT - Retail names. O ranks #1 (85.0% of the industry book) .
All Filings in O
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,545,585 | 137,921 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,401,173 | 219,045 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $12,448,525 | 220,836 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $7,952,121 | 130,813 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $7,532,103 | 130,743 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,540,080 | 129,979 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,010,707 | 112,539 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,411,158 | 22,251 | Shares | Sole | 2024-11-25 | |
| No filing history on record for this holder in this stock. | ||||||