Back to O
Asset Planning,Inc O Position History
Realty Income Corporation • Real Estate
Quarters held
4
Latest value
$2.8M
Q3 2026
Peak value
$3.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.2M |
| Q1 2026 | $2.8M |
| Q2 2026 | $3.1M |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 50.7K | — | — |
| Q2 2026 | $3.1M | 49.7K | — | — |
| Q1 2026 | $2.8M | 45.7K | — | — |
| Q4 2025 | $2.2M | 38.2K | — | — |
Other funds holding O
$8.5B
$8.1B
$7.9B
$4.1B
$4.1B
$3.9B
$3.9B