Financial Management Network
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
Q3 		$303K Sell
5,597
-32
-0.6% -$1.97K 0.04% 167
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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Financial Management Network's O Position: Q3 2026 in Review

Financial Management Network reduced its Realty Income (O) stake by 0.57% in Q3 2026, selling an estimated $1.97K and leaving 5,597 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #167.

Financial Management Network first reported a position in O in Q4 2020 and has held it in 24 quarters since. The position peaked at $961K in Q1 2023. 375 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Financial Management Network held 5,597 shares of Realty Income worth $303K as of Q3 2026.
  • Financial Management Network sold 32 Realty Income shares in Q3 2026, an estimated $1.97K.
  • Realty Income made up 0.04% of Financial Management Network's portfolio in Q3 2026, its #167 holding.
  • Financial Management Network first reported a position in Realty Income in Q4 2020 and has held it in 24 quarters since.
  • Financial Management Network's Realty Income position peaked at $961K in Q1 2023.
  • 375 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.