ACA
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Anchor Capital Advisors’s Realty Income O Stock Holding History

Anchor Capital Advisors’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 		$12.5M Sell
201,410
-12,361
-6% -$771K 0.35% 82
2026
Q1 		$13.1M Buy
213,771
+2,931
+1% +$183K 0.37% 86
2025
Q4 		$11.9M Sell
210,840
-9,273
-4% -$537K 0.34% 87
2025
Q3 		$13.4M Sell
220,113
-4,176
-2% -$243K 0.39% 83
2025
Q2 		$12.9M Sell
224,289
-1,813
-0.8% -$103K 0.38% 87
2025
Q1 		$13.1M Buy
+226,102
New +$12.5M 0.39% 87
2019
Q2 		– Sell
-4,045
Closed -$288K – 251
2019
Q1 		$288K Sell
4,045
-630
-13% -$41.7K 0.01% 226
2018
Q4 		$286K Hold
4,675
– – 0.01% 242
2018
Q3 		$258K Hold
4,675
– – 0.01% 254
2018
Q2 		$244K Hold
4,675
– – 0.01% 265
2018
Q1 		$234K Sell
4,675
-3,524
-43% -$176K 0.01% 290
2017
Q4 		$453K Buy
8,199
+175
+2% +$9.49K 0.02% 211
2017
Q3 		$445K Buy
8,024
+2,343
+41% +$130K 0.02% 206
2017
Q2 		$304K Hold
5,681
– – 0.01% 231
2017
Q1 		$328K Buy
5,681
+1,754
+45% +$102K 0.01% 228
2016
Q4 		$219K Buy
3,927
+196
+5% +$11K 0.01% 273
2016
Q3 		$242K Hold
3,731
– – 0.01% 262
2016
Q2 		$251K Sell
3,731
-258
-6% -$15.7K 0.01% 265
2016
Q1 		$242K Hold
3,989
– – 0.01% 261
2015
Q4 		$200K Buy
+3,989
New +$191K 0.01% 286
2015
Q2 		– Sell
-6,465
Closed -$323K – 293
2015
Q1 		$323K Hold
6,465
– – 0.01% 254
2014
Q4 		$299K Hold
6,465
– – 0.01% 274
2014
Q3 		$256K Hold
6,465
– – 0.01% 291
2014
Q2 		$278K Hold
6,465
– – 0.01% 288
2014
Q1 		$256K Hold
6,465
– – 0.01% 288
2013
Q4 		$234K Sell
6,465
-1,223
-16% -$47K ﹤0.01% 289
2013
Q3 		$296K Sell
7,688
-209
-3% -$8.47K 0.01% 269
2013
Q2 		$321K Buy
+7,897
New +$365K 0.01% 258

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

Anchor Capital Advisors's O Position: Q2 2026 in Review

Anchor Capital Advisors reduced its Realty Income (O) stake by 5.8% in Q2 2026, selling an estimated $771K and leaving 201,410 shares worth $12.5M. The position accounts for 0.35% of the portfolio, ranked #82.

Anchor Capital Advisors first reported a position in O in Q2 2013 and has held it in 28 quarters since. The position peaked at $13.4M in Q3 2025. 1,456 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Anchor Capital Advisors held 201,410 shares of Realty Income worth $12.5M as of Q2 2026.
  • Anchor Capital Advisors sold 12,361 Realty Income shares in Q2 2026, an estimated $771K.
  • Realty Income made up 0.35% of Anchor Capital Advisors's portfolio in Q2 2026, its #82 holding.
  • Anchor Capital Advisors first reported a position in Realty Income in Q2 2013 and has held it in 28 quarters since.
  • Anchor Capital Advisors's Realty Income position peaked at $13.4M in Q3 2025.
  • 1,456 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.