Position in O
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$59,419
+$1,482 QoQ
Shares Held
959
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,227
of 1,449 holders
Holding Since
Dec 2023
10 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, 2026Wiser Advisor Group LLC holds $181,448 across 6 REIT - Retail names. O ranks #1 (32.7% of the industry book) .
All Filings in O
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,419 | 959 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $57,937 | 947 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $52,705 | 935 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $56,048 | 922 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $51,976 | 896 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $47,214 | 884 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $55,302 | 872 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $49,175 | 931 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $49,554 | 916 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $51,907 | 904 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||