Position in O
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,446,332
-$6,937 QoQ
Shares Held
23,343
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#576
of 1,449 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026IHT Wealth Management, LLC holds $2,372,020 across 3 REIT - Retail names. O ranks #1 (61.0% of the industry book) .
All Filings in O
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,446,332 | 23,343 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,453,269 | 23,754 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,352,147 | 23,987 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,401,148 | 23,049 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,707,041 | 29,631 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,820,295 | 31,379 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,916,511 | 35,883 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,040,348 | 32,172 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,583,913 | 29,987 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,600,169 | 29,578 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,220,289 | 21,252 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,093,036 | 21,887 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,334,512 | 22,320 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,381,832 | 21,823 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,354,103 | 21,348 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,657,652 | 28,482 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $1,692,779 | 24,799 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,659,249 | 23,943 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,702,696 | 23,784 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $547,158 | 8,436 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $592,917 | 8,884 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $530,097 | 8,348 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $522,227 | 8,400 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $508,113 | 8,364 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $484,627 | 8,145 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $398,631 | 7,995 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||