HI
O icon

Harbour Investments’s Realty Income O Stock Holding History

Harbour Investments’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 		$5.09M Buy
82,191
+26,790
+48% +$1.67M 0.07% 268
2026
Q1 		$3.39M Sell
55,401
-12,292
-18% -$769K 0.05% 336
2025
Q4 		$3.82M Buy
67,693
+43,700
+182% +$2.53M 0.08% 241
2025
Q3 		$1.46M Buy
23,993
+653
+3% +$38K 0.03% 447
2025
Q2 		$1.34M Buy
23,340
+12,230
+110% +$692K 0.03% 433
2025
Q1 		$644K Buy
11,110
+608
+6% +$33.7K 0.02% 631
2024
Q4 		$561K Sell
10,502
-2,132
-17% -$124K 0.02% 662
2024
Q3 		$801K Sell
12,634
-609
-5% -$36.2K 0.02% 523
2024
Q2 		$700K Buy
13,243
+295
+2% +$15.8K 0.02% 513
2024
Q1 		$701K Buy
12,948
+1,307
+11% +$70.8K 0.02% 488
2023
Q4 		$668K Buy
11,641
+3,485
+43% +$183K 0.03% 459
2023
Q3 		$407K Buy
8,156
+1,978
+32% +$114K 0.02% 549
2023
Q2 		$369K Buy
6,178
+729
+13% +$44.5K 0.02% 592
2023
Q1 		$345K Sell
5,449
-439
-7% -$28.4K 0.02% 586
2022
Q4 		$373K Buy
5,888
+160
+3% +$9.94K 0.02% 539
2022
Q3 		$391K Hold
5,728
– – 0.03% 481
2022
Q2 		$391K Buy
+5,728
New +$393K 0.03% 481
2021
Q4 		$506K Sell
7,064
-6,590
-48% -$453K 0.03% 427
2021
Q3 		$858K Buy
13,654
+575
+4% +$38.8K 0.03% 487
2021
Q2 		$846K Buy
13,079
+2,284
+21% +$150K 0.03% 500
2021
Q1 		$664K Buy
+10,795
New +$639K 0.02% 505

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

Harbour Investments's O Position: Q2 2026 in Review

Harbour Investments increased its Realty Income (O) stake by 48% in Q2 2026, buying an estimated $1.67M and bringing the position to 82,191 shares worth $5.09M. The position accounts for 0.07% of the portfolio, ranked #268.

Harbour Investments first reported a position in O in Q1 2021 and has held it in 21 quarters since. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Harbour Investments held 82,191 shares of Realty Income worth $5.09M as of Q2 2026.
  • Harbour Investments bought 26,790 Realty Income shares in Q2 2026, an estimated $1.67M.
  • Realty Income made up 0.07% of Harbour Investments's portfolio in Q2 2026, its #268 holding.
  • Harbour Investments first reported a position in Realty Income in Q1 2021 and has held it in 21 quarters since.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.