Position in O
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,899,851
+$18,946 QoQ
Shares Held
46,802
-0.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.46%
of 13F equity value
Holder Rank
#428
of 1,449 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Capital Square, LLC holds $3,860,738 across 3 REIT - Retail names. O ranks #1 (75.1% of the industry book) .
All Filings in O
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,899,851 | 46,802 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,880,905 | 47,089 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,703,054 | 47,952 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,110,259 | 51,164 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $2,896,515 | 50,278 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,917,322 | 50,290 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,723,910 | 51,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,281,667 | 51,745 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,517,401 | 47,660 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,663,775 | 49,238 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,775,510 | 48,337 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,281,858 | 45,692 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,803,612 | 46,891 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,963,186 | 46,797 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,114,286 | 49,098 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,955,279 | 50,778 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,482,625 | 51,020 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,647,744 | 52,637 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,865,931 | 54,001 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $499,616 | 7,703 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $512,696 | 7,682 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $484,314 | 7,627 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $511,223 | 8,223 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $600,817 | 9,890 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $583,932 | 9,814 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $191,711 | 3,845 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||