Position in O
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$824,005
+$73,878 QoQ
Shares Held
13,299
+8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#705
of 1,452 holders
Holding Since
Mar 2023
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, 2026Compound Planning, Inc. holds $4,211,803 across 7 REIT - Retail names. O ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
6,118 | $1,368,290 | |
| 2 | O |
Realty Income Corp
This page
|
13,299 | $824,005 | |
| 3 | KIM |
Kimco Realty Corp
|
22,917 | $580,945 | |
| 4 | BRX |
Brixmor Property Group Inc.
|
14,473 | $456,333 | |
| 5 | REG |
Regency Centers Corp
|
5,020 | $400,294 | |
| 6 | FRT |
Federal Realty Investment Trust
|
2,951 | $364,270 | |
| 7 | NNN |
Nnn REIT, Inc.
|
4,678 | $217,666 |
All Filings in O
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $824,005 | 13,299 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $750,127 | 12,261 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $545,773 | 9,682 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $568,872 | 9,358 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $394,455 | 6,847 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $441,398 | 7,609 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $286,437 | 5,363 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $395,487 | 6,236 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $229,661 | 4,348 | Shares | Sole | 2024-07-26 | |
| 2023-03-31 | $386,631 | 6,106 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||