Position in O
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$205,955
+$158 QoQ
Shares Held
3,324
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,133
of 1,452 holders
Holding Since
Dec 2023
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Planned Solutions, Inc. holds $205,955 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
|
3,324 | $205,955 |
All Filings in O
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,955 | 3,324 | Shares | Sole | 2026-07-13 | |
| 2024-09-30 | $205,797 | 3,245 | Shares | Sole | 2024-10-09 | |
| 2023-12-31 | $11,484 | 200 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||