Coastwise Capital Group’s Realty Income O Stock Holding History

Coastwise Capital 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	$307K	Buy	4,954 +35	+0.7%	+$2.18K	0.18%	110
2026 Q1	$301K	Sell	4,919 -286	-5%	-$17.9K	0.17%	107
2025 Q4	$293K	Buy	5,205 +72	+1%	+$4.17K	0.15%	123
2025 Q3	$312K	Sell	5,133 -325	-6%	-$18.9K	0.22%	95
2025 Q2	$314K	Sell	5,458 -161	-3%	-$9.1K	0.25%	88
2025 Q1	$326K	Buy	5,619 +583	+12%	+$32.3K	0.27%	86
2024 Q4	$269K	Buy	5,036 +736	+17%	+$42.9K	0.21%	103
2024 Q3	$273K	Buy	4,300 +493	+13%	+$29.3K	0.22%	100
2024 Q2	$201K	Buy	3,807 +44	+1%	+$2.35K	0.19%	112
2024 Q1	$204K	Buy	+3,763	New	+$204K	0.19%	119
2023 Q4	–	Sell	-4,934	Closed	-$246K	–	116
2023 Q3	$246K	Buy	4,934 +841	+21%	+$48.4K	0.28%	94
2023 Q2	$245K	Buy	4,093 +117	+3%	+$7.14K	0.28%	93
2023 Q1	$252K	Buy	+3,976	New	+$258K	0.29%	92

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Coastwise Capital Group's O Position: Q2 2026 in Review

Coastwise Capital Group increased its Realty Income (O) stake by 0.71% in Q2 2026, buying an estimated $2.18K and bringing the position to 4,954 shares worth $307K. The position accounts for 0.18% of the portfolio, ranked #110.

Coastwise Capital Group first reported a position in O in Q1 2023 and has held it in 13 quarters since. The position peaked at $326K in Q1 2025. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Coastwise Capital Group held 4,954 shares of Realty Income worth $307K as of Q2 2026.
Coastwise Capital Group bought 35 Realty Income shares in Q2 2026, an estimated $2.18K.
Realty Income made up 0.18% of Coastwise Capital Group's portfolio in Q2 2026, its #110 holding.
Coastwise Capital Group first reported a position in Realty Income in Q1 2023 and has held it in 13 quarters since.
Coastwise Capital Group's Realty Income position peaked at $326K in Q1 2025.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.