API
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Asset Planning Inc’s Realty Income O Stock Holding History

Asset Planning Inc’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
Q2 		$3.08M Buy
49,693
+3,975
+9% +$248K 1.99% 11
2026
Q1 		$2.8M Buy
45,718
+7,540
+20% +$472K 1.99% 11
2025
Q4 		$2.15M Buy
38,178
+848
+2% +$49.1K 1.51% 13
2025
Q3 		$2.27M Sell
37,330
-246
-0.7% -$14.3K 1.64% 14
2025
Q2 		$2.16M Buy
37,576
+421
+1% +$23.8K 1.63% 15
2025
Q1 		$2.16M Buy
37,155
+729
+2% +$40.4K 1.69% 12
2024
Q4 		$1.95M Buy
+36,426
New +$2.12M 1.48% 14

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Asset Planning Inc's O Position: Q2 2026 in Review

Asset Planning Inc increased its Realty Income (O) stake by 8.7% in Q2 2026, buying an estimated $248K and bringing the position to 49,693 shares worth $3.08M. The position accounts for 1.99% of the portfolio, ranked #11.

Asset Planning Inc first reported a position in O in Q4 2024 and has held it in 7 quarters since. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Asset Planning Inc held 49,693 shares of Realty Income worth $3.08M as of Q2 2026.
  • Asset Planning Inc bought 3,975 Realty Income shares in Q2 2026, an estimated $248K.
  • Realty Income made up 1.99% of Asset Planning Inc's portfolio in Q2 2026, its #11 holding.
  • Asset Planning Inc first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.