Position in O
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$745,069
+$30,793 QoQ
Shares Held
12,025
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#729
of 1,449 holders
Holding Since
Mar 2024
10 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, 2026SlateStone Wealth, LLC holds $1,835,793 across 3 REIT - Retail names. O ranks #2 (40.6% of the industry book) .
All Filings in O
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $745,069 | 12,025 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $714,276 | 11,675 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $619,224 | 10,985 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $667,778 | 10,985 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $632,845 | 10,985 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $637,239 | 10,985 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $565,344 | 10,585 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $677,642 | 10,685 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $567,550 | 10,745 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $578,761 | 10,698 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||