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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Asset Planning Inc's O Position: Q1 2026 in Review

Asset Planning Inc increased its Realty Income (O) stake by 20% in Q1 2026, buying an estimated $472K and bringing the position to 45,718 shares worth $2.8M. 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 6 quarters since. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Asset Planning Inc held 45,718 shares of Realty Income worth $2.8M as of Q1 2026.
  • Asset Planning Inc bought 7,540 Realty Income shares in Q1 2026, an estimated $472K.
  • Realty Income made up 1.99% of Asset Planning Inc's portfolio in Q1 2026, its #11 holding.
  • Asset Planning Inc first reported a position in Realty Income in Q4 2024 and has held it in 6 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.