Position in O
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$501,752
+$36,784 QoQ
Shares Held
8,098
+6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#829
of 1,452 holders
Holding Since
Mar 2024
9 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, 2026PINNACLE ASSOCIATES LTD holds $2,562,423 across 4 REIT - Retail names. O ranks #2 (19.6% of the industry book) .
All Filings in O
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $501,752 | 8,098 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $464,968 | 7,600 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $392,898 | 6,970 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $403,524 | 6,638 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $384,834 | 6,680 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $417,846 | 7,203 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $366,285 | 6,858 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $295,897 | 5,602 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $258,219 | 4,773 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||