FFS
O icon

Founders Financial Securities’s Realty Income O Stock Holding History

Founders Financial Securities’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 		$1.2M Buy
19,420
+140
+0.7% +$8.73K 0.06% 275
2026
Q1 		$1.22M Sell
19,280
-293
-1% -$18.3K 0.07% 259
2025
Q4 		$1.1M Sell
19,573
-405
-2% -$23.4K 0.07% 265
2025
Q3 		$1.21M Sell
19,978
-1,514
-7% -$88.2K 0.08% 221
2025
Q2 		$1.24M Sell
21,492
-268
-1% -$15.2K 0.09% 206
2025
Q1 		$1.25M Buy
21,760
+811
+4% +$44.9K 0.11% 189
2024
Q4 		$1.12M Sell
20,949
-134
-0.6% -$7.8K 0.1% 170
2024
Q3 		$1.34M Sell
21,083
-127
-0.6% -$7.56K 0.12% 147
2024
Q2 		$1.12M Buy
21,210
+181
+0.9% +$9.66K 0.11% 163
2024
Q1 		$1.14M Buy
21,029
+598
+3% +$32.4K 0.12% 149
2023
Q4 		$1.17M Buy
20,431
+155
+0.8% +$8.14K 0.13% 138
2023
Q3 		$1.01M Buy
20,276
+3,254
+19% +$187K 0.13% 136
2023
Q2 		$1.02M Buy
17,022
+627
+4% +$38.3K 0.13% 138
2023
Q1 		$1.04M Sell
16,395
-536
-3% -$34.7K 0.15% 135
2022
Q4 		$1.07M Sell
16,931
-2,038
-11% -$127K 0.17% 127
2022
Q3 		$1.1M Buy
+18,969
New +$1.31M 0.2% 106
2022
Q2 		– Sell
-19,713
Closed -$1.37M – 290
2022
Q1 		$1.37M Buy
19,713
+138
+0.7% +$9.38K 0.24% 87
2021
Q4 		$1.4M Sell
19,575
-532
-3% -$36.6K 0.25% 84
2021
Q3 		$1.26M Sell
20,107
-447
-2% -$30.2K 0.25% 83
2021
Q2 		$1.33M Buy
20,554
+2,740
+15% +$180K 0.26% 83
2021
Q1 		$1.1M Buy
17,814
+10,693
+150% +$633K 0.25% 81
2020
Q4 		$429K Buy
+7,121
New +$421K 0.1% 140

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Founders Financial Securities's O Position: Q2 2026 in Review

Founders Financial Securities increased its Realty Income (O) stake by 0.73% in Q2 2026, buying an estimated $8.73K and bringing the position to 19,420 shares worth $1.2M. The position accounts for 0.06% of the portfolio, ranked #275.

Founders Financial Securities first reported a position in O in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.4M in Q4 2021. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Founders Financial Securities held 19,420 shares of Realty Income worth $1.2M as of Q2 2026.
  • Founders Financial Securities bought 140 Realty Income shares in Q2 2026, an estimated $8.73K.
  • Realty Income made up 0.06% of Founders Financial Securities's portfolio in Q2 2026, its #275 holding.
  • Founders Financial Securities first reported a position in Realty Income in Q4 2020 and has held it in 22 quarters since.
  • Founders Financial Securities's Realty Income position peaked at $1.4M in Q4 2021.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.