Convergence Financial’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
$2.4M Buy
38,804
+18,115
+88% +$1.13M 0.19% 75
2026
Q1
$1.27M Sell
20,689
-169
-0.8% -$10.6K 0.13% 84
2025
Q4
$1.18M Buy
20,858
+185
+0.9% +$10.7K 0.17% 72
2025
Q3
$1.26M Buy
20,673
+462
+2% +$26.9K 0.19% 70
2025
Q2
$1.16M Buy
20,211
+1,280
+7% +$72.4K 0.2% 71
2025
Q1
$1.1M Buy
18,931
+2,053
+12% +$114K 0.22% 65
2024
Q4
$901K Buy
16,878
+795
+5% +$46.3K 0.18% 63
2024
Q3
$1.02M Buy
16,083
+6,250
+64% +$372K 0.22% 59
2024
Q2
$519K Buy
+9,833
New +$525K 0.14% 88

Other funds holding O

Convergence Financial's O Position: Q2 2026 in Review

Convergence Financial increased its Realty Income (O) stake by 88% in Q2 2026, buying an estimated $1.13M and bringing the position to 38,804 shares worth $2.4M. The position accounts for 0.19% of the portfolio, ranked #75.

Convergence Financial first reported a position in O in Q2 2024 and has held it in 9 quarters since. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Convergence Financial held 38,804 shares of Realty Income worth $2.4M as of Q2 2026.
  • Convergence Financial bought 18,115 Realty Income shares in Q2 2026, an estimated $1.13M.
  • Realty Income made up 0.19% of Convergence Financial's portfolio in Q2 2026, its #75 holding.
  • Convergence Financial first reported a position in Realty Income in Q2 2024 and has held it in 9 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.