PS
O icon

Planning Strategies’s Realty Income O Stock Holding History

Planning Strategies’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 		$24.8K Buy
+400
New +$24.9K 0.02% 219

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Planning Strategies's O Position: Q2 2026 in Review

Planning Strategies opened a new position in Realty Income (O) in Q2 2026: 400 shares worth $24.8K. The stake represents 0.02% of the portfolio and ranks #219 among its holdings.

1,386 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Planning Strategies held 400 shares of Realty Income worth $24.8K as of Q2 2026.
  • Realty Income was a new Planning Strategies position in Q2 2026.
  • Realty Income made up 0.02% of Planning Strategies's portfolio in Q2 2026, its #219 holding.
  • 1,386 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.