Position in O
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$201,617
-$109,708 QoQ
Shares Held
3,254
-47.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,139
of 1,449 holders
Holding Since
Mar 2020
14 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, 2026Certified Advisory Corp holds $1,576,573 across 3 REIT - Retail names. O ranks #3 (12.8% of the industry book) .
All Filings in O
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,617 | 3,254 | Shares | Sole | 2026-07-16 | |
| 2023-09-30 | $311,325 | 6,234 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $389,890 | 6,521 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $462,425 | 7,303 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $449,464 | 7,086 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $428,352 | 7,360 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $321,436 | 4,709 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $331,461 | 4,783 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $349,502 | 4,882 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $241,214 | 3,719 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $229,585 | 3,440 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $217,868 | 3,431 | Shares | Sole | 2021-05-10 | |
| 2020-06-30 | $276,972 | 4,655 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $279,864 | 5,613 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||