Clean Yield Group’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
$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

Clean Yield Group's O Position: Q2 2026 in Review

Clean Yield Group opened a new position in Realty Income (O) in Q2 2026: 820 shares worth $50.8K. The stake represents 0.01% of the portfolio and ranks #242 among its holdings. This is a return to the name: Clean Yield Group previously reported a position in O as recently as Q4 2021.

Clean Yield Group first reported a position in O in Q1 2015 and has held it in 4 quarters since. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Clean Yield Group held 820 shares of Realty Income worth $50.8K as of Q2 2026.
  • Realty Income was a new Clean Yield Group position in Q2 2026.
  • Realty Income made up 0.01% of Clean Yield Group's portfolio in Q2 2026, its #242 holding.
  • Clean Yield Group first reported a position in Realty Income in Q1 2015 and has held it in 4 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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