Position in O
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$691,938
+$62,826 QoQ
Shares Held
11,168
+8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#750
of 1,449 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Ascentis Wealth Management, LLC holds $2,075,071 across 4 REIT - Retail names. O ranks #2 (33.3% of the industry book) .
All Filings in O
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $691,938 | 11,168 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $629,112 | 10,283 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $217,071 | 3,851 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $653,887 | 10,757 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $436,428 | 7,576 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $414,687 | 7,149 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $308,153 | 5,770 | Shares | Sole | 2025-01-10 | |
| No filing history on record for this holder in this stock. | ||||||