Position in O
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,705,483
+$554,701 QoQ
Shares Held
43,665
+24.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#439
of 1,449 holders
Holding Since
Jun 2023
13 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, 2026Summit Financial, LLC holds $8,336,008 across 4 REIT - Retail names. O ranks #2 (32.5% of the industry book) .
All Filings in O
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,705,483 | 43,665 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,150,782 | 35,155 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,798,541 | 31,906 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,981,085 | 32,589 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,838,565 | 31,914 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,942,348 | 33,483 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,805,845 | 33,811 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $596,021 | 9,398 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $440,835 | 8,346 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $418,030 | 7,727 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $393,499 | 6,853 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $385,886 | 7,727 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $481,668 | 8,056 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||