Position in O
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$649,154
+$17,655 QoQ
Shares Held
10,477
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#773
of 1,449 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, 2026VestGen Advisors, LLC holds $1,808,700 across 3 REIT - Retail names. O ranks #2 (35.9% of the industry book) .
All Filings in O
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $649,154 | 10,477 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $631,499 | 10,322 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $369,448 | 6,554 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $253,068 | 4,163 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $204,861 | 3,556 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||