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Realty Income shares owned by Planning Strategies

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

Historical chart of Planning Strategies investment in Realty Income

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Realty Income by Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $25k 400 61.96

More positions owned by Planning Strategies

Vanguard Russell 1000 Growth Etf Etf (VONG)
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Invesco S&p 100 Equal Weight Etf Etf (EQWL)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Nvidia Corporation Stock (NVDA)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Apple Stock (AAPL)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Planning Strategies

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
Raymond James Financial
Parnassus Investments
Northern Trust
Legal & General Group
APG Asset Management US
FMR

View all funds holding Realty Income