FMN
O icon

Financial Management Network’s Realty Income O Stock Holding History

Financial Management Network’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 		$370K Buy
5,629
+16
+0.3% +$997 0.05% 157
2026
Q1 		$355K Buy
5,613
+31
+0.6% +$1.94K 0.05% 151
2025
Q4 		$320K Sell
5,582
-1,835
-25% -$106K 0.05% 145
2025
Q3 		$444K Sell
7,417
-1,742
-19% -$101K 0.07% 123
2025
Q2 		$528K Buy
9,159
+83
+0.9% +$4.69K 0.09% 116
2025
Q1 		$480K Sell
9,076
-1,133
-11% -$62.7K 0.11% 105
2024
Q4 		$544K Sell
10,209
-183
-2% -$10.7K 0.11% 103
2024
Q3 		$644K Buy
10,392
+74
+0.7% +$4.4K 0.13% 96
2024
Q2 		$548K Sell
10,318
-1,255
-11% -$67K 0.13% 95
2024
Q1 		$609K Sell
11,573
-3,436
-23% -$186K 0.15% 89
2023
Q4 		$869K Sell
15,009
-1,112
-7% -$58.4K 0.25% 62
2023
Q3 		$799K Buy
16,121
+818
+5% +$47K 0.26% 63
2023
Q2 		$921K Buy
15,303
+16
+0.1% +$976 0.32% 57
2023
Q1 		$961K Buy
15,287
+3,059
+25% +$198K 0.39% 50
2022
Q4 		$790K Buy
12,228
+41
+0.3% +$2.55K 0.35% 57
2022
Q3 		$735K Sell
12,187
-243
-2% -$16.8K 0.36% 61
2022
Q2 		$872K Buy
12,430
+38
+0.3% +$2.61K 0.46% 51
2022
Q1 		$875K Sell
12,392
-261
-2% -$17.7K 0.44% 45
2021
Q4 		$914K Buy
12,653
+5,609
+80% +$386K 0.42% 53
2021
Q3 		$454K Sell
7,044
-466
-6% -$31.5K 0.23% 80
2021
Q2 		$491K Sell
7,510
-2,018
-21% -$133K 0.25% 78
2021
Q1 		$634K Buy
9,528
+1,875
+25% +$111K 0.33% 66
2020
Q4 		$437K Buy
+7,653
New +$452K 0.27% 69

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

Financial Management Network's O Position: Q2 2026 in Review

Financial Management Network increased its Realty Income (O) stake by 0.29% in Q2 2026, buying an estimated $997 and bringing the position to 5,629 shares worth $370K. The position accounts for 0.05% of the portfolio, ranked #157.

Financial Management Network first reported a position in O in Q4 2020 and has held it in 23 quarters since. The position peaked at $961K in Q1 2023. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Financial Management Network held 5,629 shares of Realty Income worth $370K as of Q2 2026.
  • Financial Management Network bought 16 Realty Income shares in Q2 2026, an estimated $997.
  • Realty Income made up 0.05% of Financial Management Network's portfolio in Q2 2026, its #157 holding.
  • Financial Management Network first reported a position in Realty Income in Q4 2020 and has held it in 23 quarters since.
  • Financial Management Network's Realty Income position peaked at $961K in Q1 2023.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.