AP
O icon

Aspect Partners’s Realty Income O Stock Holding History

Aspect Partners’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 		$13K Buy
210
+124
+144% +$7.73K ﹤0.01% 240
2026
Q1 		$5.26K Hold
86
– – ﹤0.01% 353
2025
Q4 		$4.85K Sell
86
-1,631
-95% -$94.4K ﹤0.01% 386
2025
Q3 		$104K Buy
1,717
+1,647
+2,353% +$96K 0.05% 110
2025
Q2 		$4.03K Sell
70
-207
-75% -$11.7K ﹤0.01% 397
2025
Q1 		$16.1K Sell
277
-50
-15% -$2.77K 0.01% 213
2024
Q4 		$17.5K Buy
327
+2
+0.6% +$116 0.01% 216
2024
Q3 		$20.6K Sell
325
-14
-4% -$833 0.01% 182
2024
Q2 		$17.9K Buy
339
+53
+19% +$2.83K 0.01% 197
2024
Q1 		$15.5K Buy
286
+34
+13% +$1.84K 0.01% 213
2023
Q4 		$14.5K Buy
+252
New +$13.2K 0.01% 207

Other funds holding O

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Aspect Partners's O Position: Q2 2026 in Review

Aspect Partners increased its Realty Income (O) stake by 144% in Q2 2026, buying an estimated $7.73K and bringing the position to 210 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Aspect Partners first reported a position in O in Q4 2023 and has held it in 11 quarters since. The position peaked at $104K in Q3 2025. 318 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Aspect Partners held 210 shares of Realty Income worth $13K as of Q2 2026.
  • Aspect Partners bought 124 Realty Income shares in Q2 2026, an estimated $7.73K.
  • Realty Income made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #240 holding.
  • Aspect Partners first reported a position in Realty Income in Q4 2023 and has held it in 11 quarters since.
  • Aspect Partners's Realty Income position peaked at $104K in Q3 2025.
  • 318 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.