Position in O
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$55,702
+$702 QoQ
Shares Held
899
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,233
of 1,449 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026PlanVest Financial, Inc holds $70,925 across 2 REIT - Retail names. O ranks #1 (78.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
899 | $55,702 | |
| 2 | EPRT |
Essential Properties Realty Trust, Inc.
|
510 | $15,223 |
All Filings in O
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,702 | 899 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $55,000 | 899 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||