Position in O
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$993,094
-$1,447,804 QoQ
Shares Held
16,028
-59.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#646
of 1,452 holders
Holding Since
Jun 2020
23 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, 2026WealthPLAN Partners, LLC holds $993,094 across 1 REIT - Retail name. O ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
16,028 | $993,094 |
All Filings in O
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $993,094 | 16,028 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,440,898 | 39,897 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,070,530 | 54,471 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,704,056 | 60,932 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,487,478 | 60,536 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,147,111 | 88,728 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,427,208 | 82,891 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,914,358 | 93,257 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $5,395,932 | 102,157 | Shares | Other | 2024-08-09 | |
| 2024-03-31 | $5,785,508 | 106,941 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $7,886,120 | 137,341 | Shares | Other | 2024-01-05 | |
| 2023-09-30 | $7,126,438 | 142,700 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $4,402,038 | 73,625 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $9,439,112 | 149,070 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $19,681,567 | 310,288 | Shares | Other | 2023-02-16 | |
| 2022-03-31 | $19,113,078 | 275,802 | Shares | Other | 2022-05-03 | |
| 2021-12-31 | $17,783,385 | 248,406 | Shares | Other | 2022-02-01 | |
| 2021-09-30 | $15,230,804 | 234,826 | Shares | Other | 2021-12-09 | |
| 2021-06-30 | $14,802,253 | 221,790 | Shares | Other | 2021-08-19 | |
| 2021-03-31 | $12,772,895 | 201,148 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $10,882,040 | 175,037 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $8,532,765 | 140,457 | Shares | Other | 2020-12-18 | |
| 2020-06-30 | $266,201 | 4,474 | Shares | Other | 2020-08-19 | |
| No filing history on record for this holder in this stock. | ||||||