Financial Perspectives’s Realty Income O Stock Holding History

Financial Perspectives’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	$125K	Hold	2,011	–	–	0.03%	223
2026 Q1	$123K	Hold	2,011	–	–	0.03%	215
2025 Q4	$113K	Hold	2,011	–	–	0.03%	220
2025 Q3	$122K	Hold	2,011	–	–	0.03%	217
2025 Q2	$116K	Hold	2,011	–	–	0.04%	210
2025 Q1	$117K	Hold	2,011	–	–	0.04%	199
2024 Q4	$107K	Hold	2,011	–	–	0.04%	207
2024 Q3	$128K	Hold	2,011	–	–	0.04%	186
2024 Q2	$106K	Hold	2,011	–	–	0.04%	196
2024 Q1	$109K	Hold	2,011	–	–	0.04%	197
2023 Q4	$115K	Hold	2,011	–	–	0.05%	183
2023 Q3	$100K	Hold	2,011	–	–	0.05%	185
2023 Q2	$120K	Hold	2,011	–	–	0.05%	162
2023 Q1	$127K	Hold	2,011	–	–	0.06%	155
2022 Q4	$128K	Hold	2,011	–	–	0.07%	151
2022 Q3	$117K	Hold	2,011	–	–	0.07%	159
2022 Q2	$137K	Hold	2,011	–	–	0.08%	147
2022 Q1	$139K	Hold	2,011	–	–	0.07%	152
2021 Q4	$144K	Sell	2,011 -64	-3%	-$4.4K	0.07%	146
2021 Q3	$130K	Hold	2,075	–	–	0.07%	152
2021 Q2	$134K	Sell	2,075 -129,710	-98%	-$8.52M	0.07%	158
2021 Q1	$2.01M	Buy	131,785 +129,710	+6,251%	+$7.68M	0.1%	145
2020 Q4	$125K	Hold	2,075	–	–	0.07%	152
2020 Q3	$122K	Hold	2,075	–	–	0.08%	139
2020 Q2	$120K	Hold	2,075	–	–	0.09%	123
2020 Q1	$100K	Hold	2,075	–	–	0.08%	113
2019 Q4	$148K	Buy	+2,075	New	+$155K	0.1%	97

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Perspectives's O Position: Q2 2026 in Review

Financial Perspectives held its Realty Income (O) position steady in Q2 2026 at 2,011 shares worth $125K. The position accounts for 0.03% of the portfolio, ranked #223.

Financial Perspectives first reported a position in O in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.01M in Q1 2021. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Financial Perspectives held 2,011 shares of Realty Income worth $125K as of Q2 2026.
Financial Perspectives left its Realty Income share count unchanged in Q2 2026.
Realty Income made up 0.03% of Financial Perspectives's portfolio in Q2 2026, its #223 holding.
Financial Perspectives first reported a position in Realty Income in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Realty Income position peaked at $2.01M in Q1 2021.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.