Position in O
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$213,142
-$6,983 QoQ
Shares Held
3,440
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,118
of 1,452 holders
Holding Since
Dec 2025
3 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, 2026Lynch Investment Planning, LLC holds $213,142 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
|
3,440 | $213,142 |
All Filings in O
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,142 | 3,440 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $220,125 | 3,598 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $223,845 | 3,971 | Shares | Sole | 2026-02-24 | |
| No filing history on record for this holder in this stock. | ||||||