Position in O
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,228,418
+$41,588 QoQ
Shares Held
19,826
+2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#602
of 1,452 holders
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Fiduciary Alliance LLC holds $2,018,235 across 3 REIT - Retail names. O ranks #1 (60.9% of the industry book) .
All Filings in O
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,228,418 | 19,826 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,186,830 | 19,399 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,074,243 | 19,057 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $959,570 | 15,785 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $271,861 | 4,719 | Shares | Sole | 2025-07-09 | |
| 2023-06-30 | $92,016 | 1,539 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $52,900 | 834 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||