HIMS
O icon

Hager Investment Management Services’s Realty Income O Stock Holding History

Hager Investment Management Services’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 		$1.3M Buy
21,009
+2,355
+13% +$147K 0.6% 51
2026
Q1 		$1.14M Buy
18,654
+750
+4% +$46.9K 0.63% 48
2025
Q4 		$1.01M Sell
17,904
-424
-2% -$24.5K 0.55% 49
2025
Q3 		$1.11M Buy
18,328
+1,572
+9% +$91.6K 0.6% 46
2025
Q2 		$965K Buy
16,756
+3,448
+26% +$195K 0.58% 41
2025
Q1 		$772K Buy
13,308
+2,344
+21% +$130K 0.54% 50
2024
Q4 		$586K Buy
+10,964
New +$639K 0.37% 57

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

Hager Investment Management Services's O Position: Q2 2026 in Review

Hager Investment Management Services increased its Realty Income (O) stake by 13% in Q2 2026, buying an estimated $147K and bringing the position to 21,009 shares worth $1.3M. The position accounts for 0.6% of the portfolio, ranked #51.

Hager Investment Management Services first reported a position in O in Q4 2024 and has held it in 7 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Hager Investment Management Services held 21,009 shares of Realty Income worth $1.3M as of Q2 2026.
  • Hager Investment Management Services bought 2,355 Realty Income shares in Q2 2026, an estimated $147K.
  • Realty Income made up 0.6% of Hager Investment Management Services's portfolio in Q2 2026, its #51 holding.
  • Hager Investment Management Services first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.