AC
O icon

AlphaCore Capital’s Realty Income O Stock Holding History

AlphaCore Capital’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 		$976K Buy
15,759
+6,856
+77% +$427K 0.02% 473
2026
Q1 		$547K Sell
8,903
-4,837
-35% -$303K 0.01% 518
2025
Q4 		$775K Buy
13,740
+6,819
+99% +$395K 0.02% 482
2025
Q3 		$421K Sell
6,921
-388
-5% -$22.6K 0.01% 491
2025
Q2 		$421K Buy
7,309
+949
+15% +$53.7K 0.02% 407
2025
Q1 		$369K Buy
6,360
+102
+2% +$5.65K 0.03% 329
2024
Q4 		$334K Sell
6,258
-283
-4% -$16.5K 0.07% 160
2024
Q3 		$415K Sell
6,541
-76
-1% -$4.52K 0.09% 129
2024
Q2 		$350K Sell
6,617
-305
-4% -$16.3K 0.08% 135
2024
Q1 		$376K Buy
6,922
+117
+2% +$6.33K 0.1% 113
2023
Q4 		$392K Sell
6,805
-1,362
-17% -$71.5K 0.06% 164
2023
Q3 		$410K Buy
8,167
+2,521
+45% +$145K 0.06% 160
2023
Q2 		$339K Buy
5,646
+150
+3% +$9.15K 0.05% 162
2023
Q1 		$348K Buy
5,496
+100
+2% +$6.48K 0.09% 96
2022
Q4 		$342K Buy
5,396
+536
+11% +$33.3K 0.13% 56
2022
Q3 		$283K Buy
4,860
+420
+9% +$29K 0.13% 54
2022
Q2 		$303K Buy
4,440
+203
+5% +$13.9K 0.14% 52
2022
Q1 		$294K Buy
+4,237
New +$288K 0.11% 55
2020
Q2 		– Sell
-1,820
Closed -$88K – 232
2020
Q1 		$88K Buy
+1,820
New +$127K 0.07% 77

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

AlphaCore Capital's O Position: Q2 2026 in Review

AlphaCore Capital increased its Realty Income (O) stake by 77% in Q2 2026, buying an estimated $427K and bringing the position to 15,759 shares worth $976K. The position accounts for 0.02% of the portfolio, ranked #473.

AlphaCore Capital first reported a position in O in Q1 2020 and has held it in 19 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • AlphaCore Capital held 15,759 shares of Realty Income worth $976K as of Q2 2026.
  • AlphaCore Capital bought 6,856 Realty Income shares in Q2 2026, an estimated $427K.
  • Realty Income made up 0.02% of AlphaCore Capital's portfolio in Q2 2026, its #473 holding.
  • AlphaCore Capital first reported a position in Realty Income in Q1 2020 and has held it in 19 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.