Position in O
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$492,210
+$6,197 QoQ
Shares Held
7,944
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#833
of 1,449 holders
Holding Since
Dec 2023
11 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, 2026XML Financial, LLC holds $1,100,425 across 3 REIT - Retail names. O ranks #1 (44.7% of the industry book) .
All Filings in O
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $492,210 | 7,944 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $486,013 | 7,944 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $479,426 | 8,505 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $458,903 | 7,549 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $427,984 | 7,429 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $333,499 | 5,749 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $339,527 | 6,357 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $510,911 | 8,056 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $269,382 | 5,100 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $313,617 | 5,797 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $292,612 | 5,096 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||