Next Level Wealth Planning’s Realty Income O Stock Holding History

Next Level Wealth 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 Q3	$54.7K	Buy	+1,007	New	+$62.1K	0.02%	164

Other funds holding O

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

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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Next Level Wealth Planning's O Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Realty Income (O) in Q3 2026: 1,007 shares worth $54.7K. The stake represents 0.02% of the portfolio and ranks #164 among its holdings.

803 funds tracked by Wall St. Rank hold O as of Q3 2026.

Next Level Wealth Planning held 1,007 shares of Realty Income worth $54.7K as of Q3 2026.
Realty Income was a new Next Level Wealth Planning position in Q3 2026.
Realty Income made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #164 holding.
803 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.