房地產收入公司
MX ˙ BMV ˙ US7561091049
SecurityMX:O / Realty Income Corporation
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership39,897 shares
Latest Disclosed Value $ 2,440,869
WealthPLAN Partners, LLC reports 26.76% decrease in ownership of O / Realty Income Corporation

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 39,897 shares of Realty Income Corporation (MX:O) valued at $2,440,869 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 54,471 shares of Realty Income Corporation. This represents a change in shares of -26.76% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-29 2026-03-31 13F REALTY INCOME COM 756109104 39,897 -14,574 -26.76 2,441 -20.52 0.3979
2026-02-12 2025-12-31 13F REALTY INCOME COM 756109104 54,471 -6,461 -10.60 3,071 -17.12 0.4587
2025-10-27 2025-09-30 13F REALTY INCOME COM 756109104 60,932 396 0.65 3,704 6.22 0.5552
2025-07-28 2025-06-30 13F REALTY INCOME COM 756109104 60,536 -28,192 -31.77 3,487 -32.25 0.5612
2025-05-12 2025-03-31 13F REALTY INCOME COM 756109104 88,728 5,837 7.04 5,147 16.26 0.7256
2025-01-30 2024-12-31 13F REALTY INCOME COM 756109104 82,891 -10,366 -11.12 4,427 -25.14 0.6280
2024-11-05 2024-09-30 13F REALTY INCOME COM 756109104 93,257 -8,900 -8.71 5,914 9.62 0.7941
2024-08-09 2024-06-30 13F REALTY INCOME COM 756109104 102,157 -4,784 -4.47 5,396 -6.74 0.5793
2024-05-07 2024-03-31 13F REALTY INCOME COM 756109104 106,941 -30,400 -22.13 5,786 -26.64 0.5990
2024-01-05 2023-12-31 13F REALTY INCOME COM 756109104 137,341 -5,359 -3.76 7,886 10.67 0.8107
2023-11-02 2023-09-30 13F REALTY INCOME COM 756109104 142,700 69,075 93.82 7,126 61.88 0.8281
2023-07-31 2023-06-30 13F Realty Income Stock/ETF 756109104 73,625 -75,445 -50.61 4,402 -53.36 0.6226
2023-05-10 2023-03-31 13F Realty Income Stock/ETF 756109104 149,070 -161,218 -51.96 9,439 -53.71 1.0738
2023-02-16 2022-12-31 13F REALTY INCOME COM 756109104 310,288 34,486 12.50 20,389 6.58 1.4245
2022-05-03 2022-03-31 13F REALTY INCOME COM 756109104 275,802 27,396 11.03 19,130 10.95 1.3271
2022-02-01 2021-12-31 13F REALTY INCOME COM 756109104 248,406 13,580 5.78 17,242 7.36 1.1359
2021-12-09 2021-09-30 13F REALTY INCOME COM 756109104 234,826 13,036 5.88 16,060 2.12 1.0680
2021-08-19 2021-06-30 13F REALTY INCOME COM 756109104 221,790 20,642 10.26 15,727 13.14 1.1067
2021-05-11 2021-03-31 13F REALTY INCOME COM 756109104 201,148 26,111 14.92 13,901 30.31 1.0788
2021-02-09 2020-12-31 13F REALTY INCOME COM 756109104 175,037 34,580 24.62 10,668 22.96 0.9068
2020-12-18 2020-09-30 13F REALTY INCOME COM 756109104 140,457 135,983 3,039.41 8,676 3,054.91 0.8458
2020-08-19 2020-06-30 13F REALTY INCOME COM 756109104 4,474 4,474 275 0.0285
2020-05-15 2020-03-31 13F REALTY INCOME COM 756109104 0 -2,714 -100.00 0 -100.00
2020-02-14 2019-12-31 13F REALTY INCOME COM 756109104 2,714 81 3.08 213 5.45 0.0251
2019-11-15 2019-09-30 13F REALTY INCOME COM 756109104 2,633 2,633 202 0.0276
2019-08-19 2019-06-30 13F REALTY INCOME COM 756109104 0 -3,488 -100.00 0 -100.00
2019-05-16 2019-03-31 13F REALTY INCOME COM 756109104 3,488 -25 -0.71 242 -1.63 0.0378
2019-02-20 2018-12-31 13F REALTY INCOME COM 756109104 3,513 0 0.00 246 9.33 0.0396
2018-11-21 2018-09-30 13F REALTY INCOME COM 756109104 3,513 3,513 225 0.0411
2017-04-19 2017-03-31 13F REALTY INCOME Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 756109104 0 -100 -100.00 0 -100.00
2016-12-09 2016-09-30 13F REALTY INCOME Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 756109104 100 -114 -53.27 6 -14.29 0.0021
2016-08-08 2016-06-30 13F Realty Income Common Stock 756109104 214 214 7 0.0010
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.