AG
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AmeriFlex Group’s Realty Income O Stock Holding History

AmeriFlex Group’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 		$196K Buy
3,162
+788
+33% +$49.1K 0.08% 220
2026
Q1 		$145K Sell
2,374
-60
-2% -$3.76K 0.07% 219
2025
Q4 		$137K Buy
2,434
+1,906
+361% +$110K 0.07% 222
2025
Q3 		$32.1K Buy
528
+215
+69% +$12.5K 0.01% 546
2025
Q2 		$17.9K Sell
313
-1,882
-86% -$106K 0.01% 593
2025
Q1 		$127K Buy
2,195
+1,752
+395% +$97K 0.05% 301
2024
Q4 		$24.2K Buy
+443
New +$25.8K 0.01% 593

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

AmeriFlex Group's O Position: Q2 2026 in Review

AmeriFlex Group increased its Realty Income (O) stake by 33% in Q2 2026, buying an estimated $49.1K and bringing the position to 3,162 shares worth $196K. The position accounts for 0.08% of the portfolio, ranked #220.

AmeriFlex Group first reported a position in O in Q4 2024 and has held it in 7 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • AmeriFlex Group held 3,162 shares of Realty Income worth $196K as of Q2 2026.
  • AmeriFlex Group bought 788 Realty Income shares in Q2 2026, an estimated $49.1K.
  • Realty Income made up 0.08% of AmeriFlex Group's portfolio in Q2 2026, its #220 holding.
  • AmeriFlex Group first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.