Position in O
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$795,628
+$11,056 QoQ
Shares Held
12,841
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#716
of 1,452 holders
Holding Since
Dec 2020
23 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, 2026Sterling Financial Planning, Inc. holds $795,628 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
|
12,841 | $795,628 |
All Filings in O
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $795,628 | 12,841 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $784,572 | 12,824 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $722,043 | 12,809 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $777,564 | 12,791 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $735,967 | 12,775 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $740,091 | 12,758 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $506,326 | 9,480 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $601,221 | 9,480 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $500,733 | 9,480 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $512,868 | 9,480 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $452,469 | 7,880 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $393,427 | 7,878 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $484,538 | 8,104 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $512,955 | 8,101 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $566,303 | 8,928 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $519,435 | 8,925 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $639,869 | 9,374 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $660,221 | 9,527 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $681,823 | 9,524 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $559,482 | 8,626 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $616,276 | 9,234 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $590,613 | 9,301 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $578,056 | 9,298 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||