Planning Strategies Inc.’s Realty Income O Stock Holding History

Planning Strategies Inc.’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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Planning Strategies Inc.'s O Position: Q2 2026 in Review

Planning Strategies Inc. 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.

532 funds tracked by Wall St. Rank hold O as of Q2 2026.

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

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