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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

O holding history

Realty Income Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

O overviewAll 13F holders of OFull Q2 2026 holdings

Shares (Q2 2026)
564,624
Value
$35.0M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of O by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026564,624$35.0M<0.1%+43,823+8.4%AddedHolders
Q1 2026520,801$31.9M<0.1%+132,654+34.2%AddedHolders
Q4 2025388,147$21.9M<0.1%+28,227+7.8%AddedHolders
Q3 2025359,920$21.9M<0.1%+67,570+23.1%AddedHolders
Q2 2025292,350$16.8M<0.1%+11,800+4.2%AddedHolders
Q1 2025280,550$16.3M<0.1%+2,367+0.9%AddedHolders
Q4 2024278,183$14.9M<0.1%+20,334+7.9%AddedHolders
Q3 2024257,849$16.4M<0.1%−1,632−0.6%ReducedHolders
Q2 2024259,481$13.7M<0.1%+50,169+24.0%AddedHolders
Q1 2024209,312$11.3M<0.1%+69,928+50.2%AddedHolders
Q4 2023139,384$8.00M<0.1%+16,340+13.3%AddedHolders
Q3 2023123,044$6.14M<0.1%+18,352+17.5%AddedHolders
Q2 2023104,692$6.26M<0.1%+16,282+18.4%AddedHolders
Q1 202388,410$5.60M<0.1%−6,777−7.1%ReducedHolders
Q4 202295,187$6.04M<0.1%+4,377+4.8%AddedHolders
Q3 202290,810$5.29M<0.1%+3,984+4.6%AddedHolders
Q2 202286,826$5.93M<0.1%+11,649+15.5%AddedHolders
Q1 202275,177$5.21M<0.1%+14,537+24.0%AddedHolders
Q4 202160,640$4.34M<0.1%−2,173−3.5%ReducedHolders
Q3 202162,813$4.07M<0.1%+7,843+14.3%AddedHolders
Q2 202154,970$3.67M<0.1%−15,519−22.0%ReducedHolders
Q1 202170,489$4.48M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.