Beaumont Asset Management’s Realty Income O Stock Holding History

Beaumont Asset 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	$723K	Sell	11,663 -1	-0%	-$62	0.28%	53
2026 Q1	$714K	Buy	11,664 +18	+0.2%	+$1.13K	0.32%	48
2025 Q4	$656K	Buy	11,646 +9	+0.1%	+$521	0.33%	43
2025 Q3	$707K	Sell	11,637 -227	-2%	-$13.2K	0.36%	42
2025 Q2	$683K	Buy	11,864 +3,821	+48%	+$216K	0.37%	41
2025 Q1	$467K	Buy	+8,043	New	+$445K	0.28%	53

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

Beaumont Asset Management's O Position: Q2 2026 in Review

Beaumont Asset Management reduced its Realty Income (O) stake by 0.01% in Q2 2026, selling an estimated $62 and leaving 11,663 shares worth $723K. The position accounts for 0.28% of the portfolio, ranked #53.

Beaumont Asset Management first reported a position in O in Q1 2025 and has held it in 6 quarters since. 349 funds tracked by Wall St. Rank hold O as of Q2 2026.

Beaumont Asset Management held 11,663 shares of Realty Income worth $723K as of Q2 2026.
Beaumont Asset Management sold 1 Realty Income share in Q2 2026, an estimated $62.
Realty Income made up 0.28% of Beaumont Asset Management's portfolio in Q2 2026, its #53 holding.
Beaumont Asset Management first reported a position in Realty Income in Q1 2025 and has held it in 6 quarters since.
349 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.