Position in O
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$266,118
-$14,453 QoQ
Shares Held
4,295
-6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,036
of 1,449 holders
Holding Since
Dec 2023
8 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, 2026EVERPAR ADVISORS LLC holds $701,540 across 3 REIT - Retail names. O ranks #1 (37.9% of the industry book) .
All Filings in O
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,118 | 4,295 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $280,571 | 4,586 | Shares | Sole | 2026-04-21 | |
| 2025-09-30 | $243,099 | 3,999 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $204,745 | 3,554 | Shares | Sole | 2025-07-08 | |
| 2024-09-30 | $218,101 | 3,439 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $251,423 | 4,760 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $215,426 | 3,982 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $288,880 | 5,031 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||