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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

Tip: Access up to 7 years of quarterly data

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
2026-06-30 $206k 3.3k 61.96
2024-09-30 $206k 3.2k 63.42
2023-12-31 $12k 200 57.42

More positions owned by Planned Solutions

Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Jpmorgan Income Etf Etf (JPIE)
Ishares Msci Usa Quality Garp Etf Etf (GARP)
Ishares S&p 500 Growth Etf Etf (IVW)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Apple Stock (AAPL)
Ishares Large Cap Deep Quarterly Laddered Etf Etf (IVVB)

View all positions for Planned Solutions

Top funds holding Realty Income

BlackRock
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Dimensional Fund Advisors
Charles Schwab Investment Management
Sixth Street Partners Management Company
Norges Bank Investment Management
Raymond James Financial
Goldman Sachs Group
Parnassus Investments
Northern Trust

View all funds holding Realty Income