Position in O
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,032,198
+$2,563,499 QoQ
Shares Held
48,938
+538.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#419
of 1,452 holders
Holding Since
Sep 2020
13 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, 2026Fortis Group Advisors, LLC holds $3,055,944 across 4 REIT - Retail names. O ranks #1 (99.2% of the industry book) .
All Filings in O
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,032,198 | 48,938 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $468,699 | 7,661 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $441,771 | 7,837 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $469,784 | 7,728 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $530,529 | 9,209 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $55,109 | 950 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $50,739 | 950 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $60,249 | 950 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $50,179 | 950 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $51,395 | 950 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $109,098 | 1,900 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $47,443 | 950 | Shares | Sole | 2023-12-01 | |
| 2020-09-30 | $893,571 | 14,709 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||