Position in O
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$64,748
+$60,038 QoQ
Shares Held
1,045
+1257.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,220
of 1,452 holders
Holding Since
Jun 2021
7 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, 2026Lloyd Advisory Services, LLC. holds $193,988 across 3 REIT - Retail names. O ranks #2 (33.4% of the industry book) .
All Filings in O
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,748 | 1,045 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,710 | 77 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $154,848 | 2,747 | Shares | Sole | 2026-02-06 | |
| 2022-03-31 | $85,516 | 1,234 | Principal | Other | 2022-05-02 | |
| 2021-12-31 | $88,055 | 1,230 | Principal | Other | 2022-01-26 | |
| 2021-09-30 | $79,258 | 1,222 | Principal | Other | 2021-10-21 | |
| 2021-06-30 | $56,395 | 845 | Principal | Other | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||