Position in O
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$19,889
+$251 QoQ
Shares Held
321
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,304
of 1,452 holders
Holding Since
Dec 2020
23 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, 2026SOA Wealth Advisors, LLC. holds $188,478 across 6 REIT - Retail names. O ranks #2 (10.6% of the industry book) .
All Filings in O
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,889 | 321 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $19,638 | 321 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $18,094 | 321 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $19,513 | 321 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $15,785 | 274 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $16,416 | 283 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $65,854 | 1,233 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $17,377 | 274 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $14,472 | 274 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $30,241 | 559 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $31,868 | 555 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $27,516 | 551 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $32,705 | 547 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $34,446 | 544 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $16,935 | 267 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $15,306 | 263 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $17,747 | 260 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $17,879 | 258 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $18,255 | 255 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $16,344 | 252 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $16,751 | 251 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $15,938 | 251 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $15,915 | 256 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||