SEC 13F Intelligence

Asset Planning,Inc / O

Asset Planning,Inc’s Realty Income Corp Position

Does Asset Planning,Inc own Realty Income Corp (O)? Yes — 45.7K shares worth $3M (+1.99% of its 13F portfolio) as of Q1 2026, up from 38.2K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
45.7K
% of Portfolio
+1.99%
Quarters Held
6
currently held

Position History O

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202645.7K$3M+1.99%
Q4 202538.2K$2M+1.51%
Q3 202537.3K$2M+1.64%
Q2 202537.6K$2M+1.63%
Q1 202537.2K$2M+1.69%
Q4 202436.4K$2M+1.48%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Asset Planning,Inc’s full portfolio or all institutional holders of O.