FSA Investment Group’s Realty Income O Stock Holding History

FSA Investment Group’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	$342K	Buy	5,515 +13	+0.2%	+$810	0.11%	37
2026 Q1	$337K	Buy	5,502 +2	+0%	+$125	0.14%	33
2025 Q4	$310K	Buy	5,500 +25	+0.5%	+$1.45K	0.19%	28
2025 Q3	$331K	Buy	+5,475	New	+$319K	0.21%	31
2025 Q2	–	Sell	-4,671	Closed	-$271K	–	23
2025 Q1	$271K	Buy	4,671 +33	+0.7%	+$1.83K	0.23%	21
2024 Q4	$247K	Buy	+4,638	New	+$270K	0.21%	20

Other funds holding O

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

COPPSERS

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FSA Investment Group's O Position: Q2 2026 in Review

FSA Investment Group increased its Realty Income (O) stake by 0.24% in Q2 2026, buying an estimated $810 and bringing the position to 5,515 shares worth $342K. The position accounts for 0.11% of the portfolio, ranked #37.

FSA Investment Group first reported a position in O in Q4 2024 and has held it in 6 quarters since. 522 funds tracked by Wall St. Rank hold O as of Q2 2026.

FSA Investment Group held 5,515 shares of Realty Income worth $342K as of Q2 2026.
FSA Investment Group bought 13 Realty Income shares in Q2 2026, an estimated $810.
Realty Income made up 0.11% of FSA Investment Group's portfolio in Q2 2026, its #37 holding.
FSA Investment Group first reported a position in Realty Income in Q4 2024 and has held it in 6 quarters since.
522 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on FSA Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.