Formidable Asset Management’s Realty Income O Stock Holding History

Formidable Asset Management’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	$808K	Buy	13,214 +538	+4%	+$33.5K	0.13%	161
2026 Q1	$715K	Buy	+12,676	New	+$793K	0.11%	178
2019 Q2	–	Sell	-126,765	Closed	-$4.22M	–	306
2019 Q1	$4.22M	Buy	+126,765	New	+$8.4M	1.66%	11
2016 Q2	–	Sell	-829	Closed	-$48K	–	335
2016 Q1	$48K	Hold	829	–	–	0.03%	206
2015 Q4	$42K	Hold	829	–	–	0.03%	244
2015 Q3	$38K	Buy	+829	New	+$37.4K	0.03%	258

Other funds holding O

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Formidable Asset Management's O Position: Q2 2026 in Review

Formidable Asset Management increased its Realty Income (O) stake by 4.2% in Q2 2026, buying an estimated $33.5K and bringing the position to 13,214 shares worth $808K. The position accounts for 0.13% of the portfolio, ranked #161.

Formidable Asset Management first reported a position in O in Q3 2015 and has held it in 6 quarters since. The position peaked at $4.22M in Q1 2019. 213 funds tracked by Wall St. Rank hold O as of Q2 2026.

Formidable Asset Management held 13,214 shares of Realty Income worth $808K as of Q2 2026.
Formidable Asset Management bought 538 Realty Income shares in Q2 2026, an estimated $33.5K.
Realty Income made up 0.13% of Formidable Asset Management's portfolio in Q2 2026, its #161 holding.
Formidable Asset Management first reported a position in Realty Income in Q3 2015 and has held it in 6 quarters since.
Formidable Asset Management's Realty Income position peaked at $4.22M in Q1 2019.
213 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.