Position in O
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,328
+$3,187 QoQ
Shares Held
86
+145.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,383
of 1,452 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, 2026IMG Wealth Management, Inc. holds $20,993 across 3 REIT - Retail names. O ranks #2 (25.4% 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 | $5,328 | 86 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,141 | 35 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,818 | 50 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,370 | 39 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,246 | 39 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||