AGP
O icon

Autumn Glory Partners’s Realty Income O Stock Holding History

Autumn Glory 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 		$650K Buy
10,497
+1,098
+12% +$68.5K 0.18% 118
2026
Q1 		$575K Buy
9,399
+3,314
+54% +$207K 0.21% 109
2025
Q4 		$343K Hold
6,085
– – 0.12% 153
2025
Q3 		$370K Buy
6,085
+1,185
+24% +$69K 0.15% 134
2025
Q2 		$282K Hold
4,900
– – 0.13% 147
2025
Q1 		$284K Buy
+4,900
New +$271K 0.14% 138

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

Autumn Glory Partners's O Position: Q2 2026 in Review

Autumn Glory Partners increased its Realty Income (O) stake by 12% in Q2 2026, buying an estimated $68.5K and bringing the position to 10,497 shares worth $650K. The position accounts for 0.18% of the portfolio, ranked #118.

Autumn Glory Partners first reported a position in O in Q1 2025 and has held it in 6 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Autumn Glory Partners held 10,497 shares of Realty Income worth $650K as of Q2 2026.
  • Autumn Glory Partners bought 1,098 Realty Income shares in Q2 2026, an estimated $68.5K.
  • Realty Income made up 0.18% of Autumn Glory Partners's portfolio in Q2 2026, its #118 holding.
  • Autumn Glory Partners first reported a position in Realty Income in Q1 2025 and has held it in 6 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.