Position in O
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$6,118
+$777 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 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 Mar 31, 2026CAPITAL & PLANNING, LLC holds $9,848 across 2 REIT - Retail names. O ranks #1 (62.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
100 | $6,118 | |
| 2 | SPG |
Simon Property Group Inc.
|
20 | $3,730 |
All Filings in O
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,118 | 100 | Shares | Sole | 2026-05-18 | |
| 2024-12-31 | $5,341 | 100 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||