Position in O
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$30,980
+$390 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,276
of 1,449 holders
Holding Since
Jun 2025
5 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $102,122 across 3 REIT - Retail names. O ranks #2 (30.3% of the industry book) .
All Filings in O
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,980 | 500 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $30,590 | 500 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $28,185 | 500 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,510 | 140 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $6,106 | 106 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||