Position in O
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$372,937
+$412 QoQ
Shares Held
6,019
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#919
of 1,449 holders
Holding Since
Sep 2024
7 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, 2026PDS Planning, Inc holds $773,717 across 2 REIT - Retail names. O ranks #2 (48.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,792 | $400,780 | |
| 2 | O |
Realty Income Corp
This page
|
6,019 | $372,937 |
All Filings in O
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,937 | 6,019 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $372,525 | 6,089 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $307,836 | 5,461 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $327,171 | 5,382 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $308,501 | 5,355 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $247,644 | 4,269 | Shares | Sole | 2025-04-24 | |
| 2024-09-30 | $233,766 | 3,686 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||