First Affirmative Financial Network’s Realty Income O Stock Holding History

First Affirmative Financial 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	$800K	Buy	+14,736	New	+$909K	0.18%	110
2026 Q1	$904K	Buy	+14,776	New	+$925K	0.35%	57
2025 Q3	$671K	Buy	11,039 +1,328	+14%	+$77.4K	0.32%	69
2025 Q2	$559K	Sell	9,711 -562	-5%	-$31.8K	0.29%	90
2025 Q1	$596K	Buy	10,273 +1,131	+12%	+$62.6K	0.37%	72
2024 Q4	$488K	Sell	9,142 -343	-4%	-$20K	0.28%	92
2024 Q3	$602K	Sell	9,485 -415	-4%	-$24.7K	0.33%	79
2024 Q2	$523K	Buy	9,900 +72	+0.7%	+$3.84K	0.36%	71
2024 Q1	$532K	Buy	9,828 +201	+2%	+$10.9K	0.39%	68
2023 Q4	$553K	Sell	9,627 -99	-1%	-$5.2K	0.44%	55
2023 Q3	$486K	Buy	9,726 +179	+2%	+$10.3K	0.48%	56
2023 Q2	$571K	Buy	9,547 +880	+10%	+$53.7K	0.57%	40
2023 Q1	$549K	Buy	8,667 +1,596	+23%	+$103K	0.64%	35
2022 Q4	$449K	Sell	7,071 -468	-6%	-$29.1K	0.54%	47
2022 Q3	$439K	Sell	7,539 -601	-7%	-$41.4K	0.56%	40
2022 Q2	$556K	Sell	8,140 -292	-3%	-$20.1K	0.63%	36
2022 Q1	$584K	Buy	8,432 +180	+2%	+$12.2K	0.56%	41
2021 Q4	$591K	Buy	8,252 +63	+0.8%	+$4.33K	0.54%	43
2021 Q3	$515K	Buy	+8,189	New	+$553K	0.53%	48

Other funds holding O

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

First Affirmative Financial Network's O Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Realty Income (O) in Q3 2026: 14,736 shares worth $800K. The stake represents 0.18% of the portfolio and ranks #110 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in O as recently as Q1 2026.

First Affirmative Financial Network first reported a position in O in Q3 2021 and has held it in 19 quarters since. The position peaked at $904K in Q1 2026. 375 funds tracked by Wall St. Rank hold O as of Q3 2026.

First Affirmative Financial Network held 14,736 shares of Realty Income worth $800K as of Q3 2026.
Realty Income was a new First Affirmative Financial Network position in Q3 2026.
Realty Income made up 0.18% of First Affirmative Financial Network's portfolio in Q3 2026, its #110 holding.
First Affirmative Financial Network first reported a position in Realty Income in Q3 2021 and has held it in 19 quarters since.
First Affirmative Financial Network's Realty Income position peaked at $904K in Q1 2026.
375 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.