Callan Family Office’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.47M Sell
23,657
-562
-2% -$35K 0.03% 484
2026
Q1
$1.48M Sell
24,219
-1,650
-6% -$103K 0.03% 443
2025
Q4
$1.46M Buy
25,869
+13,286
+106% +$769K 0.03% 435
2025
Q3
$765K Sell
12,583
-5,474
-30% -$319K 0.02% 427
2025
Q2
$1.04M Buy
+18,057
New +$1.02M 0.03% 394
2025
Q1
Sell
-3,811
Closed -$204K 622
2024
Q4
$204K Buy
+3,811
New +$222K 0.01% 605

Other funds holding O

Callan Family Office's O Position: Q2 2026 in Review

Callan Family Office reduced its Realty Income (O) stake by 2.3% in Q2 2026, selling an estimated $35K and leaving 23,657 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #484.

Callan Family Office first reported a position in O in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.48M in Q1 2026. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Callan Family Office held 23,657 shares of Realty Income worth $1.47M as of Q2 2026.
  • Callan Family Office sold 562 Realty Income shares in Q2 2026, an estimated $35K.
  • Realty Income made up 0.03% of Callan Family Office's portfolio in Q2 2026, its #484 holding.
  • Callan Family Office first reported a position in Realty Income in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Realty Income position peaked at $1.48M in Q1 2026.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.