Clarity Asset Management’s Realty Income O Stock Holding History

Clarity 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	–	Sell	-14	Closed	-$851	–	208
2026 Q1	$851	Hold	14	–	–	﹤0.01%	281
2025 Q4	$774	Hold	14	–	–	﹤0.01%	245
2025 Q3	$823	Buy	14 +1	+8%	+$58	﹤0.01%	247
2025 Q2	$770	Hold	13	–	–	﹤0.01%	249
2025 Q1	$764	Hold	13	–	–	﹤0.01%	214
2024 Q4	$694	Hold	13	–	–	﹤0.01%	213
2024 Q3	$812	Hold	13	–	–	﹤0.01%	191
2024 Q2	$667	Buy	13 +1	+8%	+$53	﹤0.01%	192
2024 Q1	$674	Hold	12	–	–	﹤0.01%	195
2023 Q4	$705	Buy	+12	New	+$630	﹤0.01%	192

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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

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

Clarity Asset Management sold out of Realty Income (O) in Q2 2026, closing a stake of 14 shares — an estimated $851 sold.

Clarity Asset Management first reported a position in O in Q4 2023 and held it in 10 quarters. The position peaked at $851 in Q1 2026. 422 funds tracked by Wall St. Rank hold O as of Q2 2026.

Clarity Asset Management reported no remaining Realty Income position as of Q2 2026 after selling out during the quarter.
Clarity Asset Management sold 14 Realty Income shares in Q2 2026, an estimated $851.
Clarity Asset Management first reported a position in Realty Income in Q4 2023 and held it in 10 quarters.
Clarity Asset Management's Realty Income position peaked at $851 in Q1 2026.
422 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.