Position in O
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$478,455
+$270,076 QoQ
Shares Held
7,722
+126.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#844
of 1,449 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026NorthCrest Asset Manangement, LLC holds $3,588,664 across 5 REIT - Retail names. O ranks #4 (13.3% of the industry book) .
All Filings in O
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,455 | 7,722 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $208,379 | 3,406 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $393,575 | 6,982 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $424,435 | 6,982 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||