DF
O icon

DecisionPoint Financial’s Realty Income O Stock Holding History

DecisionPoint Financial’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
-8
Closed -$490 – 1458
2026
Q1 		$490 Sell
8
-54
-87% -$3.38K ﹤0.01% 483
2025
Q4 		$3.5K Buy
62
+54
+675% +$3.13K ﹤0.01% 286
2025
Q3 		$484 Hold
8
– – ﹤0.01% 478
2025
Q2 		$463 Buy
+8
New +$452 ﹤0.01% 468
2023
Q4 		– Sell
-33
Closed -$1.65K – 245
2023
Q3 		$1.65K Buy
+33
New +$1.9K ﹤0.01% 208

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

DecisionPoint Financial's O Position: Q2 2026 in Review

DecisionPoint Financial sold out of Realty Income (O) in Q2 2026, closing a stake of 8 shares — an estimated $490 sold.

DecisionPoint Financial first reported a position in O in Q3 2023 and held it in 5 quarters. The position peaked at $3.5K in Q4 2025. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • DecisionPoint Financial reported no remaining Realty Income position as of Q2 2026 after selling out during the quarter.
  • DecisionPoint Financial sold 8 Realty Income shares in Q2 2026, an estimated $490.
  • DecisionPoint Financial first reported a position in Realty Income in Q3 2023 and held it in 5 quarters.
  • DecisionPoint Financial's Realty Income position peaked at $3.5K in Q4 2025.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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