Position in O
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$227,145
-$10,906 QoQ
Shares Held
3,666
-5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,087
of 1,449 holders
Holding Since
Mar 2024
10 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, 2026Phillips Wealth Planners LLC holds $227,145 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
|
3,666 | $227,145 |
All Filings in O
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,145 | 3,666 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $238,051 | 3,891 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $305,299 | 5,416 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $323,098 | 5,315 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $319,159 | 5,540 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $321,433 | 5,541 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $267,904 | 5,016 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $347,605 | 5,481 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $281,160 | 5,323 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $231,277 | 4,275 | Shares | Defined | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||