Apella Capital’s Realty Income O Stock Holding History

Apella 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 Q3	–	Sell	-3,504	Closed	-$224K	–	818
2026 Q2	$224K	Buy	+3,504	New	+$218K	﹤0.01%	646

Other funds holding O

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Apella Capital's O Position: Q3 2026 in Review

Apella Capital sold out of Realty Income (O) in Q3 2026, closing a stake of 3,504 shares — an estimated $224K sold.

Apella Capital first reported a position in O in Q2 2026 and held it in 1 quarter. The position peaked at $224K in Q2 2026. 1,082 funds tracked by Wall St. Rank hold O as of Q3 2026.

Apella Capital reported no remaining Realty Income position as of Q3 2026 after selling out during the quarter.
Apella Capital sold 3,504 Realty Income shares in Q3 2026, an estimated $224K.
Apella Capital first reported a position in Realty Income in Q2 2026 and held it in 1 quarter.
Apella Capital's Realty Income position peaked at $224K in Q2 2026.
1,082 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.