Position in O
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,994,650
+$1,703,202 QoQ
Shares Held
48,332
+129.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#421
of 1,452 holders
Holding Since
Dec 2020
21 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, 2026MONEY CONCEPTS CAPITAL CORP holds $6,849,538 across 3 REIT - Retail names. O ranks #1 (43.7% of the industry book) .
All Filings in O
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,994,650 | 48,332 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,291,448 | 21,109 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,233,319 | 21,879 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,165,405 | 19,171 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,053,341 | 18,284 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,010,592 | 17,421 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $786,889 | 14,733 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $881,094 | 13,893 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $703,403 | 13,317 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $669,433 | 12,374 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $938,300 | 16,341 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $620,904 | 12,433 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $726,627 | 12,153 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,126,741 | 49,380 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $4,013,977 | 63,282 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,572,789 | 44,206 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $763,078 | 11,179 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,650,310 | 23,814 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $755,775 | 10,557 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $459,358 | 7,234 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $392,043 | 6,306 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||