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Clayton Financial Group’s Realty Income O Stock Holding History

Clayton 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 		– Sell
-51
Closed -$3.12K – 415
2026
Q1 		$3.12K Hold
51
– – ﹤0.01% 396
2025
Q4 		$2.88K Buy
+51
New +$2.95K ﹤0.01% 399

Other funds holding O

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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)
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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Clayton Financial Group sold out of Realty Income (O) in Q2 2026, closing a stake of 51 shares — an estimated $3.12K sold.

Clayton Financial Group first reported a position in O in Q4 2025 and held it in 2 quarters. The position peaked at $3.12K in Q1 2026. 603 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Clayton Financial Group reported no remaining Realty Income position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 51 Realty Income shares in Q2 2026, an estimated $3.12K.
  • Clayton Financial Group first reported a position in Realty Income in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Realty Income position peaked at $3.12K in Q1 2026.
  • 603 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.