CIR
O icon

Clear Investment Research’s Realty Income O Stock Holding History

Clear Investment Research’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
-316
Closed -$19.4K – 163
2026
Q1 		$19.4K Buy
+316
New +$19.8K 0.03% 147
2025
Q4 		– Sell
-315
Closed -$19.2K – 173
2025
Q3 		$19.2K Buy
315
+62
+25% +$3.61K 0.03% 159
2025
Q2 		$14.6K Hold
253
– – 0.02% 155
2025
Q1 		$14.7K Hold
253
– – 0.02% 151
2024
Q4 		$13.5K Hold
253
– – 0.02% 153
2024
Q3 		$16.1K Hold
253
– – 0.02% 149
2024
Q2 		$13.4K Buy
253
+4
+2% +$214 0.02% 144
2024
Q1 		$13.5K Buy
249
+7
+3% +$379 0.02% 152
2023
Q4 		$13.9K Buy
+242
New +$12.7K 0.02% 164

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

Clear Investment Research's O Position: Q2 2026 in Review

Clear Investment Research sold out of Realty Income (O) in Q2 2026, closing a stake of 316 shares — an estimated $19.4K sold.

Clear Investment Research first reported a position in O in Q4 2023 and held it in 9 quarters. The position peaked at $19.4K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Clear Investment Research reported no remaining Realty Income position as of Q2 2026 after selling out during the quarter.
  • Clear Investment Research sold 316 Realty Income shares in Q2 2026, an estimated $19.4K.
  • Clear Investment Research first reported a position in Realty Income in Q4 2023 and held it in 9 quarters.
  • Clear Investment Research's Realty Income position peaked at $19.4K in Q1 2026.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.