Position in O
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,588,453
+$801,193 QoQ
Shares Held
106,334
+12.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#288
of 1,449 holders
Holding Since
Mar 2021
22 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, 2026CreativeOne Wealth, LLC holds $16,480,799 across 4 REIT - Retail names. O ranks #2 (40.0% of the industry book) .
All Filings in O
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,588,453 | 106,334 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $5,787,260 | 94,594 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,826,451 | 67,881 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $3,822,778 | 62,885 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $3,322,944 | 57,680 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,890,290 | 49,824 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,897,549 | 35,528 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,872,728 | 29,529 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $907,341 | 17,178 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $888,970 | 16,432 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $400,273 | 6,971 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $343,386 | 6,876 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $494,554 | 8,719 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $500,987 | 7,912 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $481,750 | 7,595 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $466,065 | 8,008 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $569,151 | 8,338 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $506,097 | 7,303 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $551,958 | 7,710 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $310,679 | 4,790 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $307,137 | 4,602 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $295,782 | 4,658 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||