PS
O icon

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
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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Planned Solutions's O Position: Q2 2026 in Review

Planned Solutions opened a new position in Realty Income (O) in Q2 2026: 3,324 shares worth $206K. The stake represents 0.06% of the portfolio and ranks #148 among its holdings. This is a return to the name: Planned Solutions previously reported a position in O as recently as Q3 2024.

Planned Solutions first reported a position in O in Q4 2023 and has held it in 3 quarters since. 213 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Planned Solutions held 3,324 shares of Realty Income worth $206K as of Q2 2026.
  • Realty Income was a new Planned Solutions position in Q2 2026.
  • Realty Income made up 0.06% of Planned Solutions's portfolio in Q2 2026, its #148 holding.
  • Planned Solutions first reported a position in Realty Income in Q4 2023 and has held it in 3 quarters since.
  • 213 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.