PS
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Planned Solutions’s Realty Income O Stock Holding History

Planned Solutions’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 		– Sell
-3,324
Closed -$206K – 158
2026
Q2 		$206K Buy
+3,324
New +$207K 0.06% 148
2024
Q4 		– Sell
-3,245
Closed -$206K – 463
2024
Q3 		$206K Buy
+3,245
New +$193K 0.08% 110
2024
Q1 		– Sell
-200
Closed -$11.5K – 396
2023
Q4 		$11.5K Buy
+200
New +$10.5K 0.01% 406

Other funds holding O

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

Planned Solutions's O Position: Q3 2026 in Review

Planned Solutions sold out of Realty Income (O) in Q3 2026, closing a stake of 3,324 shares — an estimated $206K sold.

Planned Solutions first reported a position in O in Q4 2023 and held it in 3 quarters. The position peaked at $206K in Q2 2026. 229 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Planned Solutions reported no remaining Realty Income position as of Q3 2026 after selling out during the quarter.
  • Planned Solutions sold 3,324 Realty Income shares in Q3 2026, an estimated $206K.
  • Planned Solutions first reported a position in Realty Income in Q4 2023 and held it in 3 quarters.
  • Planned Solutions's Realty Income position peaked at $206K in Q2 2026.
  • 229 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.