GFG
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Goldstone Financial Group’s Realty Income O Stock Holding History

Goldstone Financial 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 		$1.13M Buy
18,236
+656
+4% +$40.9K 0.1% 115
2026
Q1 		$1.08M Sell
17,580
-1,891
-10% -$118K 0.12% 113
2025
Q4 		$1.1M Buy
19,471
+1,586
+9% +$91.8K 0.12% 106
2025
Q3 		$1.09M Buy
17,885
+3,992
+29% +$233K 0.13% 104
2025
Q2 		$801K Buy
13,893
+10,158
+272% +$574K 0.11% 118
2025
Q1 		$217K Buy
+3,735
New +$207K 0.03% 193

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

Goldstone Financial Group's O Position: Q2 2026 in Review

Goldstone Financial Group increased its Realty Income (O) stake by 3.7% in Q2 2026, buying an estimated $40.9K and bringing the position to 18,236 shares worth $1.13M. The position accounts for 0.1% of the portfolio, ranked #115.

Goldstone Financial Group first reported a position in O in Q1 2025 and has held it in 6 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Goldstone Financial Group held 18,236 shares of Realty Income worth $1.13M as of Q2 2026.
  • Goldstone Financial Group bought 656 Realty Income shares in Q2 2026, an estimated $40.9K.
  • Realty Income made up 0.1% of Goldstone Financial Group's portfolio in Q2 2026, its #115 holding.
  • Goldstone Financial Group first reported a position in Realty Income in Q1 2025 and has held it in 6 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.