Position in O
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$555,967
-$2,973 QoQ
Shares Held
8,973
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#807
of 1,452 holders
Holding Since
Sep 2020
24 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, 2026HHM Wealth Advisors, LLC holds $604,727 across 3 REIT - Retail names. O ranks #1 (91.9% of the industry book) .
All Filings in O
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,967 | 8,973 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $558,940 | 9,136 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $539,799 | 9,576 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $585,894 | 9,638 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $598,107 | 10,382 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $618,212 | 10,657 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $570,899 | 10,689 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $679,037 | 10,707 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $725,588 | 13,737 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $88,940 | 1,644 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $78,837 | 1,373 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $50,838 | 1,018 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $79,341 | 1,327 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $88,711 | 1,401 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $82,014 | 1,293 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $70,538 | 1,212 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $30,717 | 450 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $31,185 | 450 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $32,215 | 450 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $29,186 | 450 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $30,032 | 450 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $28,574 | 450 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $27,976 | 450 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $27,337 | 450 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||