Position in O
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$768,425
+$179,080 QoQ
Shares Held
12,402
+28.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#724
of 1,449 holders
Holding Since
Mar 2022
9 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, 2026Ascent Group, LLC holds $1,649,411 across 3 REIT - Retail names. O ranks #1 (46.6% of the industry book) .
All Filings in O
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $768,425 | 12,402 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $589,345 | 9,633 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $343,009 | 6,085 | Shares | Other | 2026-01-20 | |
| 2025-09-30 | $312,519 | 5,141 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $261,087 | 4,532 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $239,579 | 4,130 | Shares | Other | 2025-05-16 | |
| 2023-12-31 | $1,722,485 | 29,998 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,454,502 | 29,125 | Shares | Sole | 2023-11-14 | |
| 2022-03-31 | $220,720 | 3,185 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||