ACIM
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Azimuth Capital Investment Management’s Realty Income O Stock Holding History

Azimuth Capital Investment 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 		$4M Buy
64,568
+3,005
+5% +$187K 0.14% 166
2026
Q1 		$3.77M Buy
61,563
+3,700
+6% +$232K 0.14% 162
2025
Q4 		$3.26M Buy
57,863
+3,475
+6% +$201K 0.12% 170
2025
Q3 		$3.31M Buy
54,388
+83
+0.2% +$4.83K 0.12% 165
2025
Q2 		$3.13M Buy
54,305
+2,710
+5% +$153K 0.12% 169
2025
Q1 		$2.99M Sell
51,595
-715
-1% -$39.6K 0.12% 166
2024
Q4 		$2.79M Buy
52,310
+2,505
+5% +$146K 0.11% 173
2024
Q3 		$3.16M Buy
49,805
+4,545
+10% +$270K 0.12% 168
2024
Q2 		$2.39M Buy
45,260
+2,420
+6% +$129K 0.1% 179
2024
Q1 		$2.32M Buy
42,840
+860
+2% +$46.6K 0.1% 178
2023
Q4 		$2.41M Sell
41,980
-40,255
-49% -$2.11M 0.11% 173
2023
Q3 		$4.11M Buy
82,235
+1,580
+2% +$90.8K 0.2% 144
2023
Q2 		$4.82M Buy
80,655
+2,042
+3% +$125K 0.23% 141
2023
Q1 		$4.98M Buy
78,613
+650
+0.8% +$42.1K 0.25% 140
2022
Q4 		$4.95M Buy
77,963
+35,785
+85% +$2.22M 0.25% 135
2022
Q3 		$2.46M Sell
42,178
-1,601
-4% -$110K 0.13% 173
2022
Q2 		$2.99M Buy
+43,779
New +$3.01M 0.15% 173

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

Azimuth Capital Investment Management's O Position: Q2 2026 in Review

Azimuth Capital Investment Management increased its Realty Income (O) stake by 4.9% in Q2 2026, buying an estimated $187K and bringing the position to 64,568 shares worth $4M. The position accounts for 0.14% of the portfolio, ranked #166.

Azimuth Capital Investment Management first reported a position in O in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.98M in Q1 2023. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Azimuth Capital Investment Management held 64,568 shares of Realty Income worth $4M as of Q2 2026.
  • Azimuth Capital Investment Management bought 3,005 Realty Income shares in Q2 2026, an estimated $187K.
  • Realty Income made up 0.14% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #166 holding.
  • Azimuth Capital Investment Management first reported a position in Realty Income in Q2 2022 and has held it in 17 quarters since.
  • Azimuth Capital Investment Management's Realty Income position peaked at $4.98M in Q1 2023.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.