Position in O
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,415,014
+$327,063 QoQ
Shares Held
38,977
+14.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#463
of 1,449 holders
Holding Since
Mar 2024
10 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, 2026ZWJ INVESTMENT COUNSEL INC holds $2,899,738 across 3 REIT - Retail names. O ranks #1 (83.3% of the industry book) .
All Filings in O
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,415,014 | 38,977 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,087,951 | 34,128 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,855,023 | 32,908 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,831,420 | 30,127 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,673,800 | 29,054 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,670,281 | 28,793 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,569,666 | 29,389 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,856,874 | 29,279 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,537,854 | 29,115 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,545,420 | 28,566 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||