Position in O
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,782,713
+$298,120 QoQ
Shares Held
28,772
+18.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
7.68%
of 13F equity value
Holder Rank
#534
of 1,452 holders
Holding Since
Dec 2020
22 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, 2026Prosperity Planning, Inc. holds $1,782,713 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
|
28,772 | $1,782,713 |
All Filings in O
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,782,713 | 28,772 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,484,593 | 24,266 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,367,874 | 24,266 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,475,130 | 24,266 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,397,964 | 24,266 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,175,630 | 20,266 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,082,407 | 20,266 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,285,269 | 20,266 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,070,450 | 20,266 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $879,990 | 16,266 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $933,993 | 16,266 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $798,990 | 15,999 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $956,580 | 15,999 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $759,776 | 11,999 | Shares | Sole | 2023-04-13 | |
| 2022-09-30 | $698,341 | 11,999 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $546,011 | 7,999 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $554,330 | 7,999 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $572,648 | 7,999 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $518,814 | 7,999 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $444,821 | 6,665 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $253,936 | 3,999 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $248,617 | 3,999 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||