Position in O
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,204
+$127 QoQ
Shares Held
84
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,385
of 1,452 holders
Holding Since
Dec 2025
3 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, 2026Advocate Investing Services LLC holds $90,344 across 2 REIT - Retail names. O ranks #2 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRG |
Kite Realty Group Trust
|
3,000 | $85,140 | |
| 2 | O |
Realty Income Corp
This page
|
84 | $5,204 |
All Filings in O
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,204 | 84 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,077 | 83 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,622 | 82 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||