Position in O
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$26,704
+$703 QoQ
Shares Held
431
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,286
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, 2026Aventura Private Wealth, LLC holds $79,631 across 4 REIT - Retail names. O ranks #2 (33.5% 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 | $26,704 | 431 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $26,001 | 425 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $21,195 | 376 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $22,249 | 366 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $27,652 | 480 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $70,482 | 1,215 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $67,563 | 1,265 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||