Position in O
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,593
+$324 QoQ
Shares Held
58
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,396
of 1,452 holders
Holding Since
Dec 2020
19 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, 2026Concord Wealth Partners holds $152,082 across 4 REIT - Retail names. O ranks #3 (2.4% of the industry book) .
All Filings in O
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,593 | 58 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $3,269 | 58 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,525 | 58 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $50,581 | 878 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $11,021 | 190 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,147 | 190 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $39,827 | 628 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $27,888 | 528 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $66,434 | 1,228 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $55,126 | 922 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $42,297 | 668 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $95,145 | 1,500 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $88,738 | 1,300 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $84,268 | 1,216 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $87,196 | 1,218 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $30,484 | 470 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $68,875 | 1,032 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $65,722 | 1,035 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $19,272 | 310 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||