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Planning Capital Management Corporation’s Realty Income O Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$17.4K Buy
274
+234
+585% +$13.9K 0.01% 327
2024
Q2 		$2.14K Sell
40
-34
-46% -$1.82K ﹤0.01% 531
2024
Q1 		$4.01K Buy
74
+49
+196% +$2.65K ﹤0.01% 501
2023
Q4 		$1.44K Buy
+25
New +$1.31K ﹤0.01% 583

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Planning Capital Management Corporation's O Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Realty Income (O) stake by 585% in Q3 2024, buying an estimated $13.9K and bringing the position to 274 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #327.

Planning Capital Management Corporation first reported a position in O in Q4 2023 and has held it in 4 quarters since. 1,241 funds tracked by Wall St. Rank hold O as of Q3 2024.

  • Planning Capital Management Corporation held 274 shares of Realty Income worth $17.4K as of Q3 2024.
  • Planning Capital Management Corporation bought 234 Realty Income shares in Q3 2024, an estimated $13.9K.
  • Realty Income made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #327 holding.
  • Planning Capital Management Corporation first reported a position in Realty Income in Q4 2023 and has held it in 4 quarters since.
  • 1,241 funds tracked by Wall St. Rank held Realty Income as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.