FourThought Financial Partners’s Realty Income O Stock Holding History

FourThought Financial Partners’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	$440K	Sell	7,099 -121	-2%	-$7.54K	0.03%	216
2026 Q1	$442K	Sell	7,220 -701	-9%	-$43.9K	0.04%	200
2025 Q4	$447K	Buy	7,921 +337	+4%	+$19.5K	0.04%	227
2025 Q3	$461K	Sell	7,584 -291	-4%	-$17K	0.04%	202
2025 Q2	$454K	Sell	7,875 -19,401	-71%	-$1.1M	0.04%	197
2025 Q1	$1.58M	Sell	27,276 -363	-1%	-$20.1K	0.17%	107
2024 Q4	$1.48M	Sell	27,639 -2,762	-9%	-$161K	0.15%	113
2024 Q3	$1.93M	Sell	30,401 -71	-0.2%	-$4.22K	0.23%	88
2024 Q2	$1.61M	Sell	30,472 -14,388	-32%	-$768K	0.21%	89
2024 Q1	$2.43M	Buy	44,860 +3,109	+7%	+$168K	0.28%	88
2023 Q4	$2.4M	Sell	41,751 -1,236	-3%	-$64.9K	0.3%	82
2023 Q3	$2.15M	Buy	42,987 +830	+2%	+$47.7K	0.3%	79
2023 Q2	$2.52M	Sell	42,157 -15,944	-27%	-$973K	0.33%	79
2023 Q1	$3.68M	Buy	58,101 +2,373	+4%	+$154K	0.5%	61
2022 Q4	$3.53M	Buy	+55,728	New	+$3.46M	0.51%	52

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

FourThought Financial Partners's O Position: Q2 2026 in Review

FourThought Financial Partners reduced its Realty Income (O) stake by 1.7% in Q2 2026, selling an estimated $7.54K and leaving 7,099 shares worth $440K. The position accounts for 0.03% of the portfolio, ranked #216.

FourThought Financial Partners first reported a position in O in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.68M in Q1 2023. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

FourThought Financial Partners held 7,099 shares of Realty Income worth $440K as of Q2 2026.
FourThought Financial Partners sold 121 Realty Income shares in Q2 2026, an estimated $7.54K.
Realty Income made up 0.03% of FourThought Financial Partners's portfolio in Q2 2026, its #216 holding.
FourThought Financial Partners first reported a position in Realty Income in Q4 2022 and has held it in 15 quarters since.
FourThought Financial Partners's Realty Income position peaked at $3.68M in Q1 2023.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.