Butensky & Cohen Financial Security’s Realty Income O Stock Holding History

Butensky & Cohen Financial Security’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	$5.25M	Buy	84,716 +3,465	+4%	+$216K	1.3%	37
2026 Q1	$4.97M	Buy	81,251 +1,581	+2%	+$99K	1.31%	39
2025 Q4	$4.49M	Buy	79,670 +3,976	+5%	+$230K	1.22%	43
2025 Q3	$4.6M	Buy	75,694 +2,453	+3%	+$143K	1.28%	42
2025 Q2	$4.22M	Buy	73,241 +4,259	+6%	+$241K	1.26%	42
2025 Q1	$4M	Buy	68,982 +1,444	+2%	+$79.9K	1.22%	43
2024 Q4	$3.61M	Sell	67,538 -347	-0.5%	-$20.2K	1.13%	50
2024 Q3	$4.31M	Buy	67,885 +397	+0.6%	+$23.6K	1.28%	45
2024 Q2	$3.56M	Sell	67,488 -594	-0.9%	-$31.7K	1.13%	55
2024 Q1	$3.68M	Buy	68,082 +5,637	+9%	+$305K	1.15%	56
2023 Q4	$3.59M	Sell	62,445 -10,530	-14%	-$553K	1.19%	55
2023 Q3	$3.64M	Buy	72,975 +2,222	+3%	+$128K	1.32%	42
2023 Q2	$4.23M	Sell	70,753 -1,122	-2%	-$68.5K	1.52%	27
2023 Q1	$4.55M	Buy	71,875 +3,110	+5%	+$202K	1.64%	14
2022 Q4	$4.36M	Buy	68,765 +26,672	+63%	+$1.66M	1.61%	22
2022 Q3	$2.45M	Buy	+42,093	New	+$2.9M	1.02%	57
2016 Q1	–	Sell	-103	Closed	-$5K	–	175
2015 Q4	$5K	Hold	103	–	–	﹤0.01%	126
2015 Q3	$5K	Buy	+103	New	+$4.65K	0.01%	123

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

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Butensky & Cohen Financial Security's O Position: Q2 2026 in Review

Butensky & Cohen Financial Security increased its Realty Income (O) stake by 4.3% in Q2 2026, buying an estimated $216K and bringing the position to 84,716 shares worth $5.25M. The position accounts for 1.3% of the portfolio, ranked #37.

Butensky & Cohen Financial Security first reported a position in O in Q3 2015 and has held it in 18 quarters since. 323 funds tracked by Wall St. Rank hold O as of Q2 2026.

Butensky & Cohen Financial Security held 84,716 shares of Realty Income worth $5.25M as of Q2 2026.
Butensky & Cohen Financial Security bought 3,465 Realty Income shares in Q2 2026, an estimated $216K.
Realty Income made up 1.3% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #37 holding.
Butensky & Cohen Financial Security first reported a position in Realty Income in Q3 2015 and has held it in 18 quarters since.
323 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.