PPL
O icon

Planning Project LLC’s Realty Income O Stock Holding History

Planning Project LLC’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
Q4 		$11.9K Buy
+211
New +$12.2K ﹤0.01% 100

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Planning Project LLC's O Position: Q4 2025 in Review

Planning Project LLC opened a new position in Realty Income (O) in Q4 2025: 211 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #100 among its holdings.

1,365 funds tracked by Wall St. Rank hold O as of Q4 2025.

  • Planning Project LLC held 211 shares of Realty Income worth $11.9K as of Q4 2025.
  • Realty Income was a new Planning Project LLC position in Q4 2025.
  • Realty Income made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #100 holding.
  • 1,365 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.