Position in O
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$660,555
-$141,147 QoQ
Shares Held
10,661
-18.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#764
of 1,452 holders
Holding Since
Mar 2020
25 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, 2026WEALTH ALLIANCE, LLC holds $1,821,096 across 3 REIT - Retail names. O ranks #2 (36.3% of the industry book) .
All Filings in O
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $660,555 | 10,661 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $801,702 | 13,104 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,194,649 | 21,193 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,537,865 | 25,298 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,629,153 | 28,279 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,594,520 | 27,487 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $1,451,203 | 27,171 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $1,793,898 | 28,286 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $1,485,509 | 28,124 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,137,236 | 21,021 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,260,541 | 21,953 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $872,801 | 17,477 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $975,414 | 16,314 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,016,539 | 16,054 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $955,889 | 15,070 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $837,206 | 14,385 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $899,028 | 12,973 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $854,283 | 11,933 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $752,569 | 11,603 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $632,494 | 9,477 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $206,057 | 3,245 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $280,945 | 4,519 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $267,664 | 4,406 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $258,408 | 4,343 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $211,805 | 4,248 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||