Position in O
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,205,899
+$91,763 QoQ
Shares Held
35,602
+3.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.08%
of 13F equity value
Holder Rank
#482
of 1,452 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026New Insight Wealth Advisors holds $10,144,987 across 4 REIT - Retail names. O ranks #3 (21.7% 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 | $2,205,899 | 35,602 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,114,136 | 34,556 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,787,323 | 31,707 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,223,337 | 20,124 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $828,950 | 14,389 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $520,581 | 8,974 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $364,309 | 6,821 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $445,462 | 7,024 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $404,337 | 7,655 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $367,934 | 6,801 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $453,101 | 7,891 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||