Position in O
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,372,882
+$121,887 QoQ
Shares Held
38,297
+4.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#110
of 524 holders
Holding Since
Mar 2023
14 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, 2026PFG Investments, LLC holds $4,951,175 across 5 REIT - Retail names. O ranks #1 (47.9% of the industry book) .
All Filings in O
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,372,882 | 38,297 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,250,995 | 36,793 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,973,626 | 35,012 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,963,091 | 32,293 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,550,745 | 26,918 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,800,978 | 31,046 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,564,485 | 29,292 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,785,146 | 28,148 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,465,596 | 27,747 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,778,321 | 32,871 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $652,635 | 11,366 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $582,450 | 11,663 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $712,756 | 11,921 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $776,366 | 12,261 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||