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Disclosery

CAPTRUST FINANCIAL ADVISORS: O position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on O, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 136,875 O shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,875 shares
    Change vs previous 13F +5,455 shares

    0.01% of the 13F portfolio, value $8,480,776.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 131,420 shares
    Change vs previous 13F +11,612 shares

    0.01% of the 13F portfolio, value $8,040,288.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 119,808 shares
    Change vs previous 13F -5,181 shares

    0.01% of the 13F portfolio, value $6,753,567.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 124,989 shares
    Change vs previous 13F +424 shares

    0.02% of the 13F portfolio, value $7,598,098.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 124,565 shares
    Change vs previous 13F +9,183 shares

    0.02% of the 13F portfolio, value $7,176,197.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 115,382 shares
    Change vs previous 13F +10,624 shares

    0.02% of the 13F portfolio, value $6,693,306.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 104,758 shares
    Change vs previous 13F +8,589 shares

    0.02% of the 13F portfolio, value $5,595,107.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 96,169 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,099,023.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).