Superior Planning, LLC’s Realty Income O Stock Holding History

Superior Planning, LLC’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$26.7K	Buy	+492	New	+$30.4K	0.01%	586

Other funds holding O

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's O Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Realty Income (O) in Q3 2026: 492 shares worth $26.7K. The stake represents 0.01% of the portfolio and ranks #586 among its holdings.

1,069 funds tracked by Wall St. Rank hold O as of Q3 2026.

Superior Planning, LLC held 492 shares of Realty Income worth $26.7K as of Q3 2026.
Realty Income was a new Superior Planning, LLC position in Q3 2026.
Realty Income made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #586 holding.
1,069 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.