Cornerstone Planning Group LLC

Position in O — Realty Income Corp

CIK 1822587 FAIRFIELD, NJ

Position in O

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$16,915

-$31 QoQ

Shares Held

273

-1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,321

of 1,458 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $86,143 across 17 REIT - Retail names. O ranks #2 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	127	$28,403
2	O	Realty Income Corp This page	273	$16,915
3	ADC	Agree Realty Corp	99	$7,498
4	KIM	Kimco Realty Corp	270	$6,844
5	KRG	Kite Realty Group Trust	204	$5,789
6	REG	Regency Centers Corp	54	$4,305
7	EPRT	Essential Properties Realty Trust, Inc.	141	$4,208
8	NTST	NETSTREIT Corp.	159	$3,359

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,915	273	-1.4%	Shares	Sole	2026-07-29
2026-03-31	$16,946	277	+33.8%	Shares	Sole	2026-05-06
2025-12-31	$11,668	207	+4040.0%	Shares	Sole	2026-02-02
2025-09-30	$303	5	-95.7%	Shares	Sole	2025-11-04
2025-06-30	$6,682	116	+61.1%	Shares	Sole	2025-08-11
2025-03-31	$4,176	72	+227.3%	Shares	Sole	2025-04-30
2024-12-31	$1,175	22	-8.3%	Shares	Sole	2025-01-29
2024-09-30	$1,522	24	+50.0%	Shares	Sole	2024-11-05
2024-06-30	$845	16	+45.5%	Shares	Sole	2024-08-13
2024-03-31	$595	11	-73.8%	Shares	Sole	2024-05-07
2023-09-30	$2,097	42	-39.1%	Shares	Sole	2023-11-08
2023-06-30	$4,125	69	+60.5%	Shares	Sole	2023-08-15
2022-12-31	$2,727	43	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.