Position in O
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$384,461
-$57,380 QoQ
Shares Held
6,205
-14.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#908
of 1,452 holders
Holding Since
Mar 2020
26 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, 2026Center for Financial Planning, Inc. holds $401,458 across 2 REIT - Retail names. O ranks #1 (95.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
6,205 | $384,461 | |
| 2 | SPG |
Simon Property Group Inc.
|
76 | $16,997 |
All Filings in O
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,461 | 6,205 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $441,841 | 7,222 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $411,388 | 7,298 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $443,949 | 7,303 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $387,657 | 6,729 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $356,123 | 6,139 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $282,592 | 5,291 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $36,783 | 580 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $30,635 | 580 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $63,351 | 1,171 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $33,303 | 580 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $28,965 | 580 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $34,678 | 580 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $36,725 | 580 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $36,789 | 580 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $33,756 | 580 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $39,590 | 580 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $40,194 | 580 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $41,522 | 580 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $37,618 | 580 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $38,709 | 580 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $36,829 | 580 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $36,058 | 580 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $35,235 | 580 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $34,509 | 580 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $46,170 | 926 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||