AFG
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Atomi Financial Group’s Realty Income O Stock Holding History

Atomi Financial 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 		$824K Buy
13,299
+1,038
+8% +$64.7K 0.02% 549
2026
Q1 		$750K Buy
12,261
+2,579
+27% +$161K 0.02% 542
2025
Q4 		$546K Buy
9,682
+324
+3% +$18.8K 0.02% 648
2025
Q3 		$569K Buy
9,358
+2,511
+37% +$146K 0.02% 600
2025
Q2 		$394K Sell
6,847
-762
-10% -$43.1K 0.01% 685
2025
Q1 		$441K Buy
7,609
+2,246
+42% +$124K 0.02% 582
2024
Q4 		$286K Sell
5,363
-873
-14% -$50.8K 0.01% 742
2024
Q3 		$395K Buy
6,236
+1,888
+43% +$112K 0.02% 554
2024
Q2 		$230K Buy
+4,348
New +$232K 0.02% 693
2023
Q2 		– Sell
-6,106
Closed -$387K – 283
2023
Q1 		$387K Buy
+6,106
New +$396K 0.22% 120

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

Atomi Financial Group's O Position: Q2 2026 in Review

Atomi Financial Group increased its Realty Income (O) stake by 8.5% in Q2 2026, buying an estimated $64.7K and bringing the position to 13,299 shares worth $824K. The position accounts for 0.02% of the portfolio, ranked #549.

Atomi Financial Group first reported a position in O in Q1 2023 and has held it in 10 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Atomi Financial Group held 13,299 shares of Realty Income worth $824K as of Q2 2026.
  • Atomi Financial Group bought 1,038 Realty Income shares in Q2 2026, an estimated $64.7K.
  • Realty Income made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #549 holding.
  • Atomi Financial Group first reported a position in Realty Income in Q1 2023 and has held it in 10 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.