Position in O
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,042,227
+$50,931 QoQ
Shares Held
16,821
+3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#640
of 1,452 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Modern Wealth Management, LLC holds $9,546,546 across 4 REIT - Retail names. O ranks #3 (10.9% of the industry book) .
All Filings in O
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,042,227 | 16,821 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $991,296 | 16,203 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,117,757 | 19,829 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,175,432 | 19,336 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,110,835 | 19,282 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $934,480 | 16,109 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $829,402 | 15,529 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $841,329 | 13,266 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $701,448 | 13,280 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $616,793 | 11,401 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $565,643 | 9,851 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||