Position in O
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$286,812
New position
Shares Held
4,629
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,015
of 1,449 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Excelsior Advisor Network LLC holds $869,643 across 2 REIT - Retail names. O ranks #2 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
2,606 | $582,831 | |
| 2 | O |
Realty Income Corp
This page
|
4,629 | $286,812 |
All Filings in O
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,812 | 4,629 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||