Position in O
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,709,173
+$88,358 QoQ
Shares Held
59,864
+1.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#372
of 1,449 holders
Holding Since
Dec 2024
7 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, 2026MSH Capital Advisors LLC holds $5,327,434 across 4 REIT - Retail names. O ranks #1 (69.6% 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 | $3,709,173 | 59,864 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,620,815 | 59,183 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,273,349 | 58,069 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,266,915 | 53,741 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,096,019 | 53,741 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,658,598 | 45,830 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,107,135 | 20,729 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||