Creative Planning’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.9M | Buy |
520,801
+132,654
| +34% | +$8.3M | 0.02% | 300 |
|
|
2025
Q4 | $21.9M | Buy |
388,147
+28,227
| +8% | +$1.63M | 0.02% | 358 |
|
|
2025
Q3 | $21.9M | Buy |
359,920
+67,570
| +23% | +$3.94M | 0.02% | 343 |
|
|
2025
Q2 | $16.8M | Buy |
292,350
+11,800
| +4% | +$667K | 0.01% | 377 |
|
|
2025
Q1 | $16.3M | Buy |
280,550
+2,367
| +0.9% | +$131K | 0.02% | 365 |
|
|
2024
Q4 | $14.9M | Buy |
278,183
+20,334
| +8% | +$1.18M | 0.01% | 351 |
|
|
2024
Q3 | $16.4M | Sell |
257,849
-1,632
| -0.6% | -$97.1K | 0.02% | 322 |
|
|
2024
Q2 | $13.7M | Buy |
259,481
+50,169
| +24% | +$2.68M | 0.01% | 335 |
|
|
2024
Q1 | $11.3M | Buy |
209,312
+69,928
| +50% | +$3.79M | 0.01% | 379 |
|
|
2023
Q4 | $8M | Buy |
139,384
+16,340
| +13% | +$858K | 0.01% | 433 |
|
|
2023
Q3 | $6.14M | Buy |
123,044
+18,352
| +18% | +$1.06M | 0.01% | 471 |
|
|
2023
Q2 | $6.26M | Buy |
104,692
+16,282
| +18% | +$994K | 0.01% | 459 |
|
|
2023
Q1 | $5.6M | Sell |
88,410
-6,777
| -7% | -$439K | 0.01% | 478 |
|
|
2022
Q4 | $6.04M | Buy |
95,187
+4,377
| +5% | +$272K | 0.01% | 440 |
|
|
2022
Q3 | $5.29M | Buy |
90,810
+3,984
| +5% | +$275K | 0.01% | 427 |
|
|
2022
Q2 | $5.93M | Buy |
86,826
+11,649
| +15% | +$800K | 0.01% | 416 |
|
|
2022
Q1 | $5.21M | Buy |
75,177
+14,537
| +24% | +$988K | 0.01% | 440 |
|
|
2021
Q4 | $4.34M | Sell |
60,640
-4,183
| -6% | -$288K | 0.01% | 452 |
|
|
2021
Q3 | $4.07M | Buy |
64,823
+8,094
| +14% | +$546K | 0.01% | 465 |
|
|
2021
Q2 | $3.67M | Sell |
56,729
-16,016
| -22% | -$1.05M | 0.01% | 487 |
|
|
2021
Q1 | $4.48M | Sell |
72,745
-6,496
| -8% | -$385K | 0.01% | 443 |
|
|
2020
Q4 | $4.77M | Sell |
79,241
-1,360
| -2% | -$80.4K | 0.01% | 387 |
|
|
2020
Q3 | $4.75M | Buy |
80,601
+482
| +0.6% | +$28.5K | 0.01% | 318 |
|
|
2020
Q2 | $4.62M | Buy |
80,119
+173
| +0.2% | +$9.21K | 0.01% | 295 |
|
|
2020
Q1 | $3.86M | Sell |
79,946
-1,278
| -2% | -$89K | 0.01% | 291 |
|
|
2019
Q4 | $5.79M | Sell |
81,224
-500
| -0.6% | -$37.2K | 0.02% | 271 |
|
|
2019
Q3 | $6.07M | Buy |
81,724
+1,903
| +2% | +$133K | 0.02% | 253 |
|
|
2019
Q2 | $5.33M | Sell |
79,821
-3
| -0% | -$205 | 0.02% | 274 |
|
|
2019
Q1 | $5.69M | Sell |
79,824
-7,529
| -9% | -$499K | 0.02% | 251 |
|
|
2018
Q4 | $5.34M | Buy |
87,353
+2,075
| +2% | +$124K | 0.02% | 233 |
|
|
2018
Q3 | $4.7M | Sell |
85,278
-2,413
| -3% | -$133K | 0.02% | 281 |
|
|
2018
Q2 | $4.57M | Sell |
87,691
-1,542
| -2% | -$78.1K | 0.02% | 270 |
|
|
2018
Q1 | $4.47M | Sell |
89,233
-2,615
| -3% | -$130K | 0.02% | 270 |
|
|
2017
Q4 | $5.08M | Sell |
91,848
-2,955
| -3% | -$160K | 0.02% | 241 |
|
|
2017
Q3 | $5.25M | Buy |
94,803
+2,719
| +3% | +$151K | 0.02% | 228 |
|
|
2017
Q2 | $4.92M | Sell |
92,084
-4,640
| -5% | -$257K | 0.02% | 219 |
|
|
2017
Q1 | $5.58M | Sell |
96,724
-2,084
| -2% | -$121K | 0.03% | 197 |
|
|
2016
Q4 | $5.5M | Buy |
98,808
+2,570
| +3% | +$144K | 0.03% | 197 |
|
|
2016
Q3 | $6.24M | Buy |
96,238
+52,835
| +122% | +$3.49M | 0.04% | 172 |
|
|
2016
Q2 | $2.92M | Buy |
43,403
+4,049
| +10% | +$246K | 0.02% | 257 |
|
|
2016
Q1 | $2.38M | Sell |
39,354
-3,451
| -8% | -$192K | 0.02% | 281 |
|
|
2015
Q4 | $2.14M | Sell |
42,805
-1,444
| -3% | -$69K | 0.02% | 296 |
|
|
2015
Q3 | $2.03M | Buy |
44,249
+15,239
| +53% | +$688K | 0.02% | 296 |
|
|
2015
Q2 | $1.25M | Buy |
29,010
+1,100
| +4% | +$50.3K | 0.01% | 412 |
|
|
2015
Q1 | $1.4M | Buy |
27,910
+246
| +0.9% | +$12.3K | 0.01% | 361 |
|
|
2014
Q4 | $1.28M | Buy |
27,664
+1,739
| +7% | +$77.1K | 0.01% | 374 |
|
|
2014
Q3 | $1.02M | Buy |
25,925
+7,695
| +42% | +$328K | 0.01% | 397 |
|
|
2014
Q2 | $785K | Sell |
18,230
-241
| -1% | -$10.1K | 0.01% | 467 |
|
|
2014
Q1 | $731K | Buy |
18,471
+65
| +0.4% | +$2.58K | 0.01% | 476 |
|
|
2013
Q4 | $666K | Buy |
18,406
+1,097
| +6% | +$42.1K | 0.01% | 439 |
|
|
2013
Q3 | $667K | Buy |
17,309
+498
| +3% | +$20.2K | 0.01% | 360 |
|
|
2013
Q2 | $683K | Buy |
+16,811
| New | +$777K | 0.02% | 320 |
|
Other funds holding O
VPM
VCM
Creative Planning's O Position: Q1 2026 in Review
Creative Planning increased its Realty Income (O) stake by 34% in Q1 2026, buying an estimated $8.3M and bringing the position to 520,801 shares worth $31.9M. The position accounts for 0.02% of the portfolio, ranked #300.
Creative Planning first reported a position in O in Q2 2013 and has held it in 52 quarters since. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.
- Creative Planning held 520,801 shares of Realty Income worth $31.9M as of Q1 2026.
- Creative Planning bought 132,654 Realty Income shares in Q1 2026, an estimated $8.3M.
- Realty Income made up 0.02% of Creative Planning's portfolio in Q1 2026, its #300 holding.
- Creative Planning first reported a position in Realty Income in Q2 2013 and has held it in 52 quarters since.
- 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.