Clean Yield Group
O icon

Clean Yield Group’s Realty Income O Stock Holding History

Clean Yield 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
Q3 		– Sell
-820
Closed -$50.8K – 407
2026
Q2 		$50.8K Buy
+820
New +$51.1K 0.01% 242
2022
Q1 		– Sell
-105
Closed -$8K – 493
2021
Q4 		$8K Sell
105
-121
-54% -$8.32K ﹤0.01% 391
2021
Q3 		$14K Buy
+226
New +$15.3K ﹤0.01% 347
2015
Q2 		– Sell
-232
Closed -$12K – 236
2015
Q1 		$12K Buy
+232
New +$11.6K 0.01% 284

Other funds holding O

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Clean Yield Group's O Position: Q3 2026 in Review

Clean Yield Group sold out of Realty Income (O) in Q3 2026, closing a stake of 820 shares — an estimated $50.8K sold.

Clean Yield Group first reported a position in O in Q1 2015 and held it in 4 quarters. The position peaked at $50.8K in Q2 2026. 560 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Clean Yield Group reported no remaining Realty Income position as of Q3 2026 after selling out during the quarter.
  • Clean Yield Group sold 820 Realty Income shares in Q3 2026, an estimated $50.8K.
  • Clean Yield Group first reported a position in Realty Income in Q1 2015 and held it in 4 quarters.
  • Clean Yield Group's Realty Income position peaked at $50.8K in Q2 2026.
  • 560 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.