Retirement Planning Co of New England, Inc.

Pension

Position in O — Realty Income Corp

CIK 1817693 Warwick, RI

Position in O

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$978,906

+$5,410 QoQ

Shares Held

15,799

-0.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#656

of 1,449 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Retirement Planning Co of New England, Inc. holds $2,278,088 across 2 REIT - Retail names. O ranks #2 (43.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SPG	Simon Property Group Inc.	5,809	$1,299,182
2	O	Realty Income Corp This page	15,799	$978,906

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$978,906	15,799	-0.7%	Shares	Sole	2026-07-30
2026-03-31	$973,496	15,912	+1.6%	Shares	Sole	2026-05-08
2025-12-31	$882,979	15,664	-2.1%	Shares	Sole	2026-01-28
2025-09-30	$972,579	15,999	+0.8%	Shares	Sole	2025-11-03
2025-06-30	$914,443	15,873	-1.8%	Shares	Sole	2025-08-12
2025-03-31	$937,209	16,156	+4.8%	Shares	Sole	2025-05-15
2024-12-31	$823,635	15,421	+9.0%	Shares	Sole	2025-02-10
2024-09-30	$897,456	14,151	+4.9%	Shares	Sole	2024-11-12
2024-06-30	$712,436	13,488	+7.7%	Shares	Sole	2024-08-08
2024-03-31	$677,602	12,525	+11.8%	Shares	Sole	2024-05-06
2023-12-31	$643,563	11,208	+19.0%	Shares	Sole	2024-02-12
2023-09-30	$470,384	9,419	+4.8%	Shares	Sole	2023-11-13
2023-06-30	$537,392	8,988	-4.6%	Shares	Sole	2023-08-11
2023-03-31	$596,664	9,423	+0.7%	Shares	Sole	2023-04-21
2022-12-31	$593,704	9,360	+4.0%	Shares	Sole	2023-02-03
2022-09-30	$523,625	8,997	-0.3%	Shares	Sole	2022-10-19
2022-06-30	$615,705	9,020	-1.2%	Shares	Sole	2022-08-12
2022-03-31	$632,501	9,127	-0.1%	Shares	Sole	2022-05-06
2021-12-31	$654,261	9,139	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.