Pinnacle Wealth Planning Services, Inc.

Position in O — Realty Income Corp

CIK 1726752 MANSFIELD, OH

Position in O

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$243,316

+$24,231 QoQ

Shares Held

3,927

+9.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,062

of 1,446 holders

Holding Since

Dec 2020

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $2,033,513 across 23 REIT - Retail names. O ranks #2 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	2,261	$505,672
2	O	Realty Income Corp This page	3,927	$243,316
3	MAC	Macerich Co	5,983	$150,711
4	PECO	Phillips Edison & Company, Inc.	2,955	$122,987
5	SKT	Tanger Inc.	2,772	$109,410
6	EPRT	Essential Properties Realty Trust, Inc.	3,597	$107,370
7	REG	Regency Centers Corp	1,274	$101,588
8	UE	Urban Edge Properties	4,372	$100,031

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$243,316	3,927	+9.7%	Shares	Sole	2026-08-07
2026-03-31	$219,085	3,581	-20.4%	Shares	Sole	2026-05-11
2025-12-31	$253,608	4,499	-11.8%	Shares	Sole	2026-02-13
2025-09-30	$310,089	5,101	+29.0%	Shares	Sole	2025-11-13
2025-06-30	$227,789	3,954	+6.6%	Shares	Sole	2025-08-11
2025-03-31	$215,159	3,709	-8.8%	Shares	Sole	2025-05-15
2022-09-30	$236,641	4,066	-0.5%	Shares	Sole	2022-11-09
2022-06-30	$278,910	4,086	+12.1%	Shares	Sole	2022-08-03
2022-03-31	$252,529	3,644	+466.7%	Shares	Sole	2022-04-20
2020-12-31	$39,975	643	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.