GCA
O icon

Greenwood Capital Associates’s Realty Income O Stock Holding History

Greenwood Capital Associates’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 		$1.44M Buy
23,306
+8,052
+53% +$502K 0.14% 131
2026
Q1 		$933K Buy
+15,254
New +$955K 0.1% 152
2023
Q3 		– Sell
-10,396
Closed -$622K – 263
2023
Q2 		$622K Sell
10,396
-148
-1% -$9.03K 0.09% 173
2023
Q1 		$668K Buy
10,544
+933
+10% +$60.5K 0.1% 164
2022
Q4 		$610K Buy
9,611
+665
+7% +$41.3K 0.1% 161
2022
Q3 		$521K Buy
+8,946
New +$617K 0.09% 175

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Greenwood Capital Associates's O Position: Q2 2026 in Review

Greenwood Capital Associates increased its Realty Income (O) stake by 53% in Q2 2026, buying an estimated $502K and bringing the position to 23,306 shares worth $1.44M. The position accounts for 0.14% of the portfolio, ranked #131.

Greenwood Capital Associates first reported a position in O in Q3 2022 and has held it in 6 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Greenwood Capital Associates held 23,306 shares of Realty Income worth $1.44M as of Q2 2026.
  • Greenwood Capital Associates bought 8,052 Realty Income shares in Q2 2026, an estimated $502K.
  • Realty Income made up 0.14% of Greenwood Capital Associates's portfolio in Q2 2026, its #131 holding.
  • Greenwood Capital Associates first reported a position in Realty Income in Q3 2022 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 Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.