Position in O
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,047,102
+$2,116,543 QoQ
Shares Held
65,318
+90.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.66%
of 13F equity value
Holder Rank
#354
of 1,449 holders
Holding Since
Dec 2020
14 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, 2026Coppell Advisory Solutions LLC holds $4,913,120 across 5 REIT - Retail names. O ranks #1 (82.4% of the industry book) .
All Filings in O
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,047,102 | 65,318 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $1,930,559 | 34,248 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,053,182 | 33,775 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,954,073 | 33,919 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,972,281 | 33,999 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,866,786 | 34,952 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,215,831 | 34,939 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,769,522 | 33,501 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $1,801,667 | 31,377 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,654,612 | 33,132 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,958,839 | 32,762 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $2,125,905 | 33,574 | Shares | Sole | 2023-05-19 | |
| 2022-12-31 | $2,101,562 | 33,132 | Shares | Sole | 2023-05-19 | |
| 2020-12-31 | $813,618 | 13,087 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||