Position in O
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$372,751
New position
Shares Held
6,016
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#922
of 1,452 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Lifeworks Advisors, LLC holds $715,543 across 2 REIT - Retail names. O ranks #1 (52.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
6,016 | $372,751 | |
| 2 | FRT |
Federal Realty Investment Trust
|
2,777 | $342,792 |
All Filings in O
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,751 | 6,016 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||