Position in O
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$260,170
+$3,276 QoQ
Shares Held
4,199
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,043
of 1,449 holders
Holding Since
Dec 2022
15 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, 2026CALDWELL SUTTER CAPITAL, INC. holds $426,244 across 4 REIT - Retail names. O ranks #1 (61.0% of the industry book) .
All Filings in O
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,170 | 4,199 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $256,894 | 4,199 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $238,952 | 4,239 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $351,974 | 5,790 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $333,561 | 5,790 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $341,736 | 5,891 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $338,726 | 6,342 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $452,945 | 7,142 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $443,212 | 8,391 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $495,123 | 9,152 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $715,797 | 12,466 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $657,759 | 13,171 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $888,359 | 14,858 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $700,952 | 11,070 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,038,793 | 16,377 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||