Align Financial’s Realty Income O Stock Holding History

Align Financial’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.98K	Buy	113 +1	+0.9%	+$62	﹤0.01%	277
2026 Q1	$6.84K	Sell	112 -6,108	-98%	-$382K	﹤0.01%	283
2025 Q4	$6.22K	Buy	+6,220	New	+$360K	﹤0.01%	306

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Align Financial's O Position: Q2 2026 in Review

Align Financial increased its Realty Income (O) stake by 0.89% in Q2 2026, buying an estimated $62 and bringing the position to 113 shares worth $6.98K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Align Financial first reported a position in O in Q4 2025 and has held it in 3 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Align Financial held 113 shares of Realty Income worth $6.98K as of Q2 2026.
Align Financial bought 1 Realty Income share in Q2 2026, an estimated $62.
Realty Income made up ﹤0.01% of Align Financial's portfolio in Q2 2026, its #277 holding.
Align Financial first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.