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Realty Income shares owned by Planned Solutions

Quarter-by-quarter ownership of Realty Income (O) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in Realty Income

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All positions including Realty Income held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Realty Income by Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $206k 3.2k 63.42
2023-12-31 $12k 200 57.42

More positions owned by Planned Solutions

Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Income Etf Etf (JPIE)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Invesco S&p 500 Garp Etf Etf (SPGP)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab U.s. Small-cap Etf Etf (SCHA)
Illinois Tool Wks Stock (ITW)
Apple Stock (AAPL)
Elastic N V Ord Stock (ESTC)
Invesco S&p 500 Pure Value Etf Etf (RPV)

View all positions for Planned Solutions

Top funds holding Realty Income

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Cohen & Steers Capital Management
Parnassus Investments
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Dimensional Fund Advisors
Invesco
Charles Schwab Investment Management
Jpmorgan Chase & Co
Northern Trust
APG Asset Management US

View all funds holding Realty Income