CFG
O icon

Chapman Financial Group’s Realty Income O Stock Holding History

Chapman Financial Group’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 		$6.2K Hold
100
– – ﹤0.01% 237
2026
Q1 		$6.12K Hold
100
– – ﹤0.01% 233
2025
Q4 		$5.64K Hold
100
– – ﹤0.01% 231
2025
Q3 		$6.08K Hold
100
– – ﹤0.01% 235
2025
Q2 		$5.76K Buy
+100
New +$5.66K ﹤0.01% 190
2024
Q4 		$5.34K Buy
+100
New +$5.82K ﹤0.01% 199

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

Chapman Financial Group's O Position: Q2 2026 in Review

Chapman Financial Group held its Realty Income (O) position steady in Q2 2026 at 100 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Chapman Financial Group first reported a position in O in Q4 2024 and has held it in 6 quarters since. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Chapman Financial Group held 100 shares of Realty Income worth $6.2K as of Q2 2026.
  • Chapman Financial Group left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up ﹤0.01% of Chapman Financial Group's portfolio in Q2 2026, its #237 holding.
  • Chapman Financial Group first reported a position in Realty Income in Q4 2024 and has held it in 6 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.