Position in O
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,089
-$55,255 QoQ
Shares Held
66
-93.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,388
of 1,449 holders
Holding Since
Mar 2021
20 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, 2026Activest Wealth Management holds $104,214 across 7 REIT - Retail names. O ranks #4 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
277 | $61,951 | |
| 2 | FRT |
Federal Realty Investment Trust
|
200 | $24,688 | |
| 3 | NNN |
Nnn REIT, Inc.
|
255 | $11,865 | |
| 4 | O |
Realty Income Corp
This page
|
66 | $4,089 | |
| 5 | REG |
Regency Centers Corp
|
14 | $1,116 | |
| 6 | KIM |
Kimco Realty Corp
|
17 | $430 | |
| 7 | ADC |
Agree Realty Corp
|
1 | $75 |
All Filings in O
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,089 | 66 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $59,344 | 970 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $53,269 | 945 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $57,385 | 944 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $52,885 | 918 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $58,300 | 1,005 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $41,766 | 782 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $49,594 | 782 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $41,305 | 782 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $42,306 | 782 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $44,902 | 782 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $39,053 | 782 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $46,755 | 782 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $49,516 | 782 | Shares | Sole | 2023-04-18 | |
| 2022-06-30 | $53,379 | 782 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $54,192 | 782 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $55,983 | 782 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $50,720 | 782 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $52,190 | 782 | Shares | Sole | 2021-09-20 | |
| 2021-03-31 | $49,656 | 782 | Shares | Sole | 2021-09-20 | |
| No filing history on record for this holder in this stock. | ||||||