Position in O
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,618,367
+$2,318,186 QoQ
Shares Held
42,259
+755.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#448
of 1,452 holders
Holding Since
Mar 2024
5 quarters on record
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Simplicity Wealth,LLC holds $14,459,519 across 3 REIT - Retail names. O ranks #2 (18.1% of the industry book) .
All Filings in O
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,618,367 | 42,259 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $300,181 | 4,938 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $432,766 | 7,512 | Shares | Sole | 2025-07-22 | |
| 2024-06-30 | $1,365,872 | 25,859 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,224,066 | 22,626 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||