WealthPlan Investment Management, LLC

Position in O — Realty Income Corp

CIK 1929986 OMAHA, NE

Position in O

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,129,785

-$598,279 QoQ

Shares Held

50,513

-17.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#412

of 1,452 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $3,129,785 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	50,513	$3,129,785

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,129,785	50,513	-17.1%	Shares	Other	2026-07-28
2026-03-31	$3,728,064	60,936	-34.5%	Shares	Sole	2026-04-29
2025-12-31	$5,245,059	93,047	-36.8%	Shares	Sole	2026-02-05
2025-09-30	$8,950,962	147,244	-1.4%	Shares	Other	2025-10-27
2025-06-30	$8,602,440	149,322	+7.5%	Shares	Sole	2025-07-28
2025-03-31	$8,059,561	138,934	+7.3%	Shares	Other	2025-05-12
2024-12-31	$6,918,784	129,541	-0.4%	Shares	Other	2025-01-30
2024-09-30	$8,247,200	130,041	+2.9%	Shares	Other	2024-11-05
2024-06-30	$6,672,697	126,329	-1.8%	Shares	Sole	2024-08-09
2024-03-31	$6,958,504	128,623	+15.9%	Shares	Sole	2024-05-16
2023-12-31	$6,374,021	111,007	-37.0%	Shares	Sole	2024-01-05
2023-09-30	$8,800,826	176,228	+92.1%	Shares	Sole	2023-11-15
2023-06-30	$5,485,074	91,739	-47.3%	Shares	Sole	2023-08-14
2023-03-31	$11,029,964	174,194	-43.7%	Shares	Sole	2023-05-08
2022-12-31	$19,618,010	309,286	+0.4%	Shares	Other	2023-02-15
2022-09-30	$17,928,219	308,045	+11.7%	Shares	Other	2022-12-12
2022-03-31	$19,113,078	275,802	—	Shares	Other	2022-09-07
No filing history on record for this holder in this stock.