Position in O
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$665,202
+$454,811 QoQ
Shares Held
10,736
+194.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#759
of 1,449 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $2,914,312 across 4 REIT - Retail names. O ranks #2 (22.8% of the industry book) .
All Filings in O
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $665,202 | 10,736 | Shares | Sole | 2026-07-28 | |
| 2025-06-30 | $210,391 | 3,652 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $217,595 | 3,751 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $215,455 | 4,034 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $274,291 | 4,325 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $230,612 | 4,366 | Shares | Sole | 2024-08-09 | |
| 2023-03-31 | $242,135 | 3,824 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $207,986 | 3,279 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||