Focus Financial Network’s Realty Income O Stock Holding History

Focus 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 Q2	$991K	Buy	15,991 +1,115	+7%	+$69.5K	0.03%	340
2026 Q1	$910K	Sell	14,876 -481	-3%	-$30.1K	0.03%	326
2025 Q4	$866K	Buy	15,357 +796	+5%	+$46.1K	0.03%	330
2025 Q3	$885K	Buy	14,561 +1,138	+8%	+$66.3K	0.03%	321
2025 Q2	$773K	Buy	13,423 +2,766	+26%	+$156K	0.03%	341
2025 Q1	$618K	Buy	10,657 +889	+9%	+$49.2K	0.03%	373
2024 Q4	$522K	Buy	9,768 +948	+11%	+$55.2K	0.02%	407
2024 Q3	$559K	Sell	8,820 -40	-0.5%	-$2.38K	0.02%	389
2024 Q2	$511K	Buy	8,860 +672	+8%	+$35.9K	0.02%	399
2024 Q1	$426K	Buy	+8,188	New	+$443K	0.02%	408
2023 Q3	–	Sell	-3,498	Closed	-$210K	–	608
2023 Q2	$210K	Buy	3,498 +58	+2%	+$3.54K	0.01%	549
2023 Q1	$219K	Buy	3,440 +36	+1%	+$2.33K	0.01%	520
2022 Q4	$217K	Sell	3,404 -193	-5%	-$12K	0.02%	443
2022 Q3	$210K	Sell	3,597 -363	-9%	-$25K	0.02%	451
2022 Q2	$271K	Hold	3,960	–	–	0.02%	406
2022 Q1	$275K	Sell	3,960 -7,164	-64%	-$487K	0.02%	418
2021 Q4	$799K	Buy	+11,124	New	+$765K	0.12%	156
2020 Q1	–	Sell	-3,651	Closed	-$261K	–	404
2019 Q4	$261K	Buy	3,651 +6	+0.2%	+$447	0.03%	340
2019 Q3	$272K	Buy	3,645 +6	+0.2%	+$421	0.04%	312
2019 Q2	$244K	Buy	3,639 +6	+0.2%	+$410	0.04%	323
2019 Q1	$260K	Buy	+3,633	New	+$241K	0.04%	300

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

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

Norges Bank Oslo, Norway $1T AUM

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

Focus Financial Network increased its Realty Income (O) stake by 7.5% in Q2 2026, buying an estimated $69.5K and bringing the position to 15,991 shares worth $991K. The position accounts for 0.03% of the portfolio, ranked #340.

Focus Financial Network first reported a position in O in Q1 2019 and has held it in 21 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Focus Financial Network held 15,991 shares of Realty Income worth $991K as of Q2 2026.
Focus Financial Network bought 1,115 Realty Income shares in Q2 2026, an estimated $69.5K.
Realty Income made up 0.03% of Focus Financial Network's portfolio in Q2 2026, its #340 holding.
Focus Financial Network first reported a position in Realty Income in Q1 2019 and has held it in 21 quarters since.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.