EF
O icon

Empowered Funds’s Realty Income O Stock Holding History

Empowered Funds’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 		$3.59M Buy
58,018
+27,417
+90% +$1.71M 0.02% 870
2026
Q1 		$1.87M Buy
+30,601
New +$1.92M 0.01% 1144
2025
Q4 		– Sell
-30,211
Closed -$1.83M – 1616
2025
Q3 		$1.83M Buy
30,211
+9,231
+44% +$538K 0.02% 961
2025
Q2 		$1.2M Buy
20,980
+2,951
+16% +$167K 0.01% 1015
2025
Q1 		$1.04M Buy
18,029
+1,330
+8% +$73.6K 0.01% 977
2024
Q4 		$887K Buy
16,699
+1,598
+11% +$93.1K 0.01% 1002
2024
Q3 		$954K Buy
15,101
+428
+3% +$25.5K 0.02% 913
2024
Q2 		$771K Buy
14,673
+3,440
+31% +$184K 0.01% 936
2024
Q1 		$608K Buy
11,233
+3,663
+48% +$198K 0.01% 1029
2023
Q4 		$435K Buy
7,570
+1,677
+28% +$88K 0.01% 1016
2023
Q3 		$294K Buy
5,893
+1,223
+26% +$70.3K 0.01% 1058
2023
Q2 		$279K Buy
+4,670
New +$285K 0.01% 986

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

Empowered Funds's O Position: Q2 2026 in Review

Empowered Funds increased its Realty Income (O) stake by 90% in Q2 2026, buying an estimated $1.71M and bringing the position to 58,018 shares worth $3.59M. The position accounts for 0.02% of the portfolio, ranked #870.

Empowered Funds first reported a position in O in Q2 2023 and has held it in 12 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Empowered Funds held 58,018 shares of Realty Income worth $3.59M as of Q2 2026.
  • Empowered Funds bought 27,417 Realty Income shares in Q2 2026, an estimated $1.71M.
  • Realty Income made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #870 holding.
  • Empowered Funds first reported a position in Realty Income in Q2 2023 and has held it in 12 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.