Center for Financial Planning’s Realty Income O Stock Holding History

Center for Financial Planning’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	$384K	Sell	6,205 -1,017	-14%	-$63.4K	0.04%	126
2026 Q1	$442K	Sell	7,222 -76	-1%	-$4.76K	0.05%	114
2025 Q4	$411K	Sell	7,298 -5	-0.1%	-$289	0.04%	120
2025 Q3	$444K	Buy	7,303 +574	+9%	+$33.4K	0.05%	123
2025 Q2	$388K	Buy	6,729 +590	+10%	+$33.4K	0.04%	124
2025 Q1	$356K	Buy	6,139 +848	+16%	+$46.9K	0.05%	121
2024 Q4	$283K	Buy	5,291 +4,711	+812%	+$274K	0.04%	130
2024 Q3	$36.8K	Hold	580	–	–	0.01%	285
2024 Q2	$30.6K	Sell	580 -591	-50%	-$31.6K	﹤0.01%	287
2024 Q1	$63.4K	Buy	1,171 +591	+102%	+$32K	0.01%	213
2023 Q4	$33.3K	Hold	580	–	–	0.01%	263
2023 Q3	$29K	Hold	580	–	–	0.01%	268
2023 Q2	$34.7K	Hold	580	–	–	0.01%	272
2023 Q1	$36.7K	Hold	580	–	–	0.01%	251
2022 Q4	$36.8K	Hold	580	–	–	0.01%	245
2022 Q3	$34K	Hold	580	–	–	0.01%	245
2022 Q2	$40K	Hold	580	–	–	0.01%	236
2022 Q1	$40K	Hold	580	–	–	0.01%	250
2021 Q4	$42K	Sell	580 -19	-3%	-$1.31K	0.01%	249
2021 Q3	$38K	Hold	599	–	–	0.01%	250
2021 Q2	$39K	Hold	599	–	–	0.01%	244
2021 Q1	$37K	Hold	599	–	–	0.01%	244
2020 Q4	$36K	Hold	599	–	–	0.01%	231
2020 Q3	$35K	Hold	599	–	–	0.01%	216
2020 Q2	$35K	Sell	599 -357	-37%	-$19K	0.01%	212
2020 Q1	$46K	Buy	956 +357	+60%	+$24.9K	0.02%	178
2019 Q4	$43K	Buy	+599	New	+$44.6K	0.01%	197

Other funds holding O

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Center for Financial Planning's O Position: Q2 2026 in Review

Center for Financial Planning reduced its Realty Income (O) stake by 14% in Q2 2026, selling an estimated $63.4K and leaving 6,205 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #126.

Center for Financial Planning first reported a position in O in Q4 2019 and has held it in 27 quarters since. The position peaked at $444K in Q3 2025. 419 funds tracked by Wall St. Rank hold O as of Q2 2026.

Center for Financial Planning held 6,205 shares of Realty Income worth $384K as of Q2 2026.
Center for Financial Planning sold 1,017 Realty Income shares in Q2 2026, an estimated $63.4K.
Realty Income made up 0.04% of Center for Financial Planning's portfolio in Q2 2026, its #126 holding.
Center for Financial Planning first reported a position in Realty Income in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Realty Income position peaked at $444K in Q3 2025.
419 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.