Apollon Wealth Management’s Realty Income O Stock Holding History

Apollon Wealth Management’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	$1.35M	Buy	21,729 +1,932	+10%	+$120K	0.02%	620
2026 Q1	$1.21M	Sell	19,797 -7,136	-26%	-$447K	0.02%	531
2025 Q4	$1.52M	Buy	26,933 +901	+3%	+$52.2K	0.03%	439
2025 Q3	$1.58M	Buy	26,032 +6,671	+34%	+$389K	0.03%	437
2025 Q2	$1.12M	Sell	19,361 -8,692	-31%	-$492K	0.02%	519
2025 Q1	$1.63M	Buy	28,053 +2,915	+12%	+$161K	0.04%	374
2024 Q4	$1.34M	Sell	25,138 -314	-1%	-$18.3K	0.03%	422
2024 Q3	$1.61M	Sell	25,452 -648	-2%	-$38.6K	0.05%	352
2024 Q2	$1.38M	Sell	26,100 -4,255	-14%	-$227K	0.04%	373
2024 Q1	$1.64M	Buy	30,355 +1,530	+5%	+$82.8K	0.05%	335
2023 Q4	$1.66M	Buy	28,825 +12,258	+74%	+$643K	0.06%	310
2023 Q3	$827K	Buy	16,567 +4,309	+35%	+$248K	0.04%	412
2023 Q2	$733K	Buy	12,258 +3,396	+38%	+$207K	0.04%	491
2023 Q1	$561K	Sell	8,862 -1,247	-12%	-$80.8K	0.03%	501
2022 Q4	$641K	Buy	10,109 +1,437	+17%	+$89.2K	0.05%	428
2022 Q3	$505K	Buy	8,672 +3,105	+56%	+$214K	0.04%	439
2022 Q2	$380K	Sell	5,567 -133	-2%	-$9.14K	0.03%	503
2022 Q1	$395K	Buy	5,700 +1,980	+53%	+$135K	0.03%	524
2021 Q4	$266K	Buy	+3,720	New	+$256K	0.02%	614
2020 Q3	–	Sell	-8	Closed	–	–	519
2020 Q2	$0	Buy	+8	New	+$426	﹤0.01%	752

Other funds holding O

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Apollon Wealth Management's O Position: Q2 2026 in Review

Apollon Wealth Management increased its Realty Income (O) stake by 9.8% in Q2 2026, buying an estimated $120K and bringing the position to 21,729 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #620.

Apollon Wealth Management first reported a position in O in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.66M in Q4 2023. 338 funds tracked by Wall St. Rank hold O as of Q2 2026.

Apollon Wealth Management held 21,729 shares of Realty Income worth $1.35M as of Q2 2026.
Apollon Wealth Management bought 1,932 Realty Income shares in Q2 2026, an estimated $120K.
Realty Income made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #620 holding.
Apollon Wealth Management first reported a position in Realty Income in Q2 2020 and has held it in 20 quarters since.
Apollon Wealth Management's Realty Income position peaked at $1.66M in Q4 2023.
338 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.