Position in O
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,385,342
+$55,206 QoQ
Shares Held
70,777
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#341
of 1,449 holders
Holding Since
Dec 2022
13 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, 2026Morningstar Investment Management LLC holds $5,181,311 across 3 REIT - Retail names. O ranks #1 (84.6% of the industry book) .
All Filings in O
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,385,342 | 70,777 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,330,136 | 70,777 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,723,802 | 66,060 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,155,552 | 35,459 | Shares | Sole | 2025-11-17 | |
| 2024-12-31 | $206,216 | 3,861 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $221,716 | 3,496 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $212,917 | 4,031 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $218,077 | 4,031 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $231,460 | 4,031 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $201,308 | 4,031 | Shares | Sole | 2024-04-09 | |
| 2023-06-30 | $209,982 | 3,512 | Shares | Sole | 2024-04-09 | |
| 2023-03-31 | $222,379 | 3,512 | Shares | Sole | 2024-04-09 | |
| 2022-12-31 | $222,766 | 3,512 | Shares | Sole | 2024-04-05 | |
| No filing history on record for this holder in this stock. | ||||||