Empirical Wealth Management’s Realty Income O Stock Holding History

Empirical Wealth Management’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	$398K	Sell	6,417 -688	-10%	-$42.9K	0.01%	777
2026 Q1	$435K	Buy	+7,105	New	+$445K	0.01%	630
2025 Q4	–	Sell	-3,491	Closed	-$212K	–	956
2025 Q3	$212K	Buy	+3,491	New	+$203K	﹤0.01%	738
2025 Q2	–	Sell	-4,124	Closed	-$239K	–	720
2025 Q1	$239K	Sell	4,124 -12,167	-75%	-$673K	0.01%	566
2024 Q4	$870K	Sell	16,291 -403	-2%	-$23.5K	0.02%	296
2024 Q3	$1.06M	Buy	16,694 +5,294	+46%	+$315K	0.03%	260
2024 Q2	$602K	Buy	11,400 +6,992	+159%	+$373K	0.02%	322
2024 Q1	$238K	Buy	+4,408	New	+$239K	0.01%	477
2023 Q3	–	Sell	-4,314	Closed	-$258K	–	488
2023 Q2	$258K	Sell	4,314 -1,206	-22%	-$73.6K	0.01%	392
2023 Q1	$350K	Buy	5,520 +952	+21%	+$61.7K	0.02%	373
2022 Q4	$290K	Sell	4,568 -2,905	-39%	-$180K	0.01%	384
2022 Q3	$435K	Buy	7,473 +2,000	+37%	+$138K	0.02%	324
2022 Q2	$374K	Sell	5,473 -1,014	-16%	-$69.7K	0.02%	344
2022 Q1	$450K	Sell	6,487 -6,905	-52%	-$469K	0.02%	346
2021 Q4	$959K	Buy	+13,392	New	+$921K	0.05%	229
2020 Q3	–	Sell	-3,760	Closed	-$217K	–	359
2020 Q2	$217K	Sell	3,760 -1,618	-30%	-$86.2K	0.02%	306
2020 Q1	$260K	Sell	5,378 -172	-3%	-$12K	0.03%	265
2019 Q4	$396K	Buy	5,550 +526	+10%	+$39.2K	0.04%	221
2019 Q3	$373K	Hold	5,024	–	–	0.05%	204
2019 Q2	$336K	Buy	+5,024	New	+$343K	0.04%	193
2019 Q1	–	Hold	0	–	–	–	167

Other funds holding O

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empirical Wealth Management's O Position: Q2 2026 in Review

Empirical Wealth Management reduced its Realty Income (O) stake by 9.7% in Q2 2026, selling an estimated $42.9K and leaving 6,417 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #777.

Empirical Wealth Management first reported a position in O in Q2 2019 and has held it in 20 quarters since. The position peaked at $1.06M in Q3 2024. 603 funds tracked by Wall St. Rank hold O as of Q2 2026.

Empirical Wealth Management held 6,417 shares of Realty Income worth $398K as of Q2 2026.
Empirical Wealth Management sold 688 Realty Income shares in Q2 2026, an estimated $42.9K.
Realty Income made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #777 holding.
Empirical Wealth Management first reported a position in Realty Income in Q2 2019 and has held it in 20 quarters since.
Empirical Wealth Management's Realty Income position peaked at $1.06M in Q3 2024.
603 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.