Position in O
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,078,978
+$281,951 QoQ
Shares Held
49,693
+8.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
#416
of 1,449 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $3,645,930 across 2 REIT - Retail names. O ranks #1 (84.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
49,693 | $3,078,978 | |
| 2 | SPG |
Simon Property Group Inc.
|
2,535 | $566,952 |
All Filings in O
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,078,978 | 49,693 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,797,027 | 45,718 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,152,093 | 38,178 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,269,290 | 37,330 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,164,753 | 37,576 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,155,361 | 37,155 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,945,512 | 36,426 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||