MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in O — Realty Income Corp
CIK 1607355
GLASTONBURY, CT
Position in O
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$29,678
+$373 QoQ
Shares Held
479
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,280
of 1,449 holders
Holding Since
Mar 2020
26 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, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $36,611 across 2 REIT - Retail names. O ranks #1 (81.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
479 | $29,678 | |
| 2 | SPG |
Simon Property Group Inc.
|
31 | $6,933 |
All Filings in O
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,678 | 479 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $29,305 | 479 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $27,001 | 479 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $29,118 | 479 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $27,595 | 479 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $27,786 | 479 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $25,583 | 479 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $30,378 | 479 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $25,300 | 479 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $17,853 | 330 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $18,948 | 330 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $16,480 | 330 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $19,730 | 330 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $20,895 | 330 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $26,450 | 417 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $19,206 | 330 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $22,525 | 330 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $22,869 | 330 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $23,624 | 330 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $21,403 | 330 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $22,024 | 330 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $20,954 | 330 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $20,516 | 330 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $20,047 | 330 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $19,634 | 330 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $16,453 | 330 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||