Position in O
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,343,416
+$320,426 QoQ
Shares Held
21,682
+29.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#588
of 1,449 holders
Holding Since
Mar 2025
6 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, 2026Tempus Wealth Planning, LLC holds $1,343,416 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
|
21,682 | $1,343,416 |
All Filings in O
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,343,416 | 21,682 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,022,990 | 16,721 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $378,186 | 6,709 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $443,584 | 7,297 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $349,577 | 6,068 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $331,701 | 5,718 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||