Position in O
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$36,246
+$456 QoQ
Shares Held
585
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,270
of 1,452 holders
Holding Since
Dec 2023
10 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, 2026Dynamic Wealth Strategies, LLC holds $129,328 across 5 REIT - Retail names. O ranks #2 (28.0% of the industry book) .
All Filings in O
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,246 | 585 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $35,790 | 585 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $28,241 | 501 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $24,376 | 401 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $22,871 | 397 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $45,595 | 786 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $44,076 | 695 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $21,709 | 411 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $22,235 | 411 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $28,193 | 491 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||