Position in O
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,431,310
-$130,357 QoQ
Shares Held
39,240
-6.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#462
of 1,452 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $4,380,227 across 5 REIT - Retail names. O ranks #1 (55.5% 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 | $2,431,310 | 39,240 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,561,667 | 41,871 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,190,932 | 38,867 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,343,880 | 38,557 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,045,731 | 35,510 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,892,518 | 32,624 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,252,731 | 23,455 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||