Planning Directions’s Realty Income O Stock Holding History

Planning Directions’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
2025 Q2	–	Sell	-6,753	Closed	-$392K	–	101
2025 Q1	$392K	Buy	+6,753	New	+$374K	0.17%	76

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Planning Directions's O Position: Q2 2025 in Review

Planning Directions sold out of Realty Income (O) in Q2 2025, closing a stake of 6,753 shares — an estimated $392K sold.

Planning Directions first reported a position in O in Q1 2025 and held it in 1 quarter. The position peaked at $392K in Q1 2025. 1,283 funds tracked by Wall St. Rank hold O as of Q2 2025.

Planning Directions reported no remaining Realty Income position as of Q2 2025 after selling out during the quarter.
Planning Directions sold 6,753 Realty Income shares in Q2 2025, an estimated $392K.
Planning Directions first reported a position in Realty Income in Q1 2025 and held it in 1 quarter.
Planning Directions's Realty Income position peaked at $392K in Q1 2025.
1,283 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on Planning Directions's 13F filing for Q2 2025, filed 1 Aug 2025.