Position in O
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,017,107
+$1,196,072 QoQ
Shares Held
32,555
+142.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#498
of 1,452 holders
Holding Since
Dec 2021
19 quarters on record
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $5,561,447 across 7 REIT - Retail names. O ranks #2 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PECO |
Phillips Edison & Company, Inc.
|
73,001 | $3,038,301 | |
| 2 | O |
Realty Income Corp
This page
|
32,555 | $2,017,107 | |
| 3 | SPG |
Simon Property Group Inc.
|
1,127 | $252,053 | |
| 4 | NNN |
Nnn REIT, Inc.
|
4,381 | $203,847 | |
| 5 | KRG |
Kite Realty Group Trust
|
1,318 | $37,404 | |
| 6 | KIM |
Kimco Realty Corp
|
395 | $10,013 | |
| 7 | UE |
Urban Edge Properties
|
119 | $2,722 |
All Filings in O
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,017,107 | 32,555 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $821,035 | 13,420 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $783,824 | 13,905 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,464,431 | 24,090 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $539,978 | 9,373 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,566,153 | 26,998 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,420,652 | 26,599 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,682,596 | 26,531 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,412,089 | 26,734 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,104,397 | 20,414 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $472,394 | 8,227 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $851,327 | 17,047 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,035,801 | 17,324 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,270,262 | 20,061 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,048,218 | 32,291 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,121,863 | 19,276 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,320,626 | 19,347 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,340,192 | 19,339 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,349,328 | 18,848 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||