Virginia Estate & Retirement Planning Advisors Inc.
PensionPosition in O — Realty Income Corp
CIK 2115327
GLEN ALLEN, VA
Position in O
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$22,305
+$342 QoQ
Shares Held
360
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,302
of 1,452 holders
Holding Since
Mar 2026
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 Jun 30, 2026Virginia Estate & Retirement Planning Advisors Inc. holds $41,899 across 3 REIT - Retail names. O ranks #1 (53.2% of the industry book) .
All Filings in O
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,305 | 360 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $21,963 | 359 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||