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Creative Planning O Position History
Realty Income Corporation • Real Estate
Quarters held
10
Latest value
$30.3M
Q3 2026
Peak value
$31M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.9M |
| Q3 2025 | $17M |
| Q4 2025 | $17.4M |
| Q4 2025 | $4.5M |
| Q1 2026 | $5M |
| Q1 2026 | $26.9M |
| Q2 2026 | $4M |
| Q2 2026 | $31M |
| Q3 2026 | $3.5M |
| Q3 2026 | $30.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $30.3M | 558.2K | — | — |
| Q3 2026 | $3.5M | 64.5K | — | — |
| Q2 2026 | $31M | 500.3K | — | — |
| Q2 2026 | $4M | 64.3K | — | — |
| Q1 2026 | $26.9M | 439.1K | — | — |
| Q1 2026 | $5M | 81.7K | — | — |
| Q4 2025 | $4.5M | 80.2K | — | — |
| Q4 2025 | $17.4M | 307.9K | — | — |
| Q3 2025 | $17M | 279.7K | — | — |
| Q3 2025 | $4.9M | 80.2K | — | — |
Other funds holding O
$8.5B
$8.1B
$7.9B
$4.1B
$4.1B
$3.9B
$3.9B