Position in O
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$2,228,359
+$602,761 QoQ
Shares Held
36,423
+26.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
7 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, 2026PREVAIL INNOVATIVE WEALTH ADVISORS, LLC holds $6,862,646 across 1 REIT - Retail name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
|
55,595 | $6,862,646 |
All Filings in O
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,228,359 | 36,423 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,625,598 | 28,838 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,561,573 | 25,688 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $867,088 | 15,051 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $700,992 | 12,084 | Shares | Sole | 2025-05-02 | |
| 2023-12-31 | $3,934,935 | 68,529 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,322,208 | 66,524 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||