Position in O
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$356,022
-$1,513 QoQ
Shares Held
5,746
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#938
of 1,449 holders
Holding Since
Dec 2025
3 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, 2026Blom & Howell Financial Planning, Inc. holds $356,022 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
|
5,746 | $356,022 |
All Filings in O
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,022 | 5,746 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $357,535 | 5,844 | Shares | Sole | 2026-07-10 | |
| 2025-12-31 | $330,610 | 5,865 | Shares | Sole | 2026-07-10 | |
| No filing history on record for this holder in this stock. | ||||||