Position in O
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$250,008
+$3,147 QoQ
Shares Held
4,035
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,056
of 1,449 holders
Holding Since
Dec 2023
11 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, 2026Cetera Trust Company, N.A holds $1,360,648 across 5 REIT - Retail names. O ranks #3 (18.4% of the industry book) .
All Filings in O
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,008 | 4,035 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $246,861 | 4,035 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $237,317 | 4,210 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $251,366 | 4,135 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $238,217 | 4,135 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $227,689 | 3,925 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $209,634 | 3,925 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $248,923 | 3,925 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $208,639 | 3,950 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $213,695 | 3,950 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $155,034 | 2,700 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||