Position in O
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$19,517
+$5,630 QoQ
Shares Held
315
+38.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,307
of 1,452 holders
Holding Since
Jun 2022
16 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, 2026Crewe Advisors LLC holds $27,344 across 2 REIT - Retail names. O ranks #1 (71.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
315 | $19,517 | |
| 2 | SPG |
Simon Property Group Inc.
|
35 | $7,827 |
All Filings in O
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,517 | 315 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $13,887 | 227 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $12,401 | 220 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $10,212 | 168 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,715 | 186 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,872 | 84 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,068 | 20 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $9,386 | 148 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,127 | 116 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $7,736 | 143 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $4,394 | 88 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,391 | 40 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,013 | 16 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,186 | 66 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $18,856 | 324 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,791 | 246 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||