Position in O
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$376,440
+$33,260 QoQ
Shares Held
6,153
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026Leo Wealth, LLC holds $900,246 across 3 REIT - Retail names. O ranks #1 (41.8% of the industry book) .
All Filings in O
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $376,440 | 6,153 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $343,180 | 6,088 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $365,651 | 6,015 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $340,417 | 5,909 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $343,129 | 5,915 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $286,651 | 5,367 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $299,913 | 4,729 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $311,796 | 5,903 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $250,807 | 4,636 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $249,834 | 4,351 | Shares | Sole | 2024-03-14 | |
| No filing history on record for this holder in this stock. | ||||||