HIP
O icon

Harrell Investment Partners’s Realty Income O Stock Holding History

Harrell Investment Partners’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 		$4.44M Buy
71,690
+627
+0.9% +$39.1K 0.96% 31
2026
Q1 		$4.35M Sell
71,063
-5,070
-7% -$317K 1.04% 29
2025
Q4 		$4.29M Sell
76,133
-2,305
-3% -$133K 1.01% 30
2025
Q3 		$4.77M Sell
78,438
-2,553
-3% -$149K 1.13% 28
2025
Q2 		$4.67M Buy
80,991
+9,880
+14% +$559K 1.18% 28
2025
Q1 		$4.13M Buy
71,111
+4,428
+7% +$245K 1.22% 32
2024
Q4 		$3.56M Buy
+66,683
New +$3.88M 1% 37

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

Harrell Investment Partners's O Position: Q2 2026 in Review

Harrell Investment Partners increased its Realty Income (O) stake by 0.88% in Q2 2026, buying an estimated $39.1K and bringing the position to 71,690 shares worth $4.44M. The position accounts for 0.96% of the portfolio, ranked #31.

Harrell Investment Partners first reported a position in O in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.77M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Harrell Investment Partners held 71,690 shares of Realty Income worth $4.44M as of Q2 2026.
  • Harrell Investment Partners bought 627 Realty Income shares in Q2 2026, an estimated $39.1K.
  • Realty Income made up 0.96% of Harrell Investment Partners's portfolio in Q2 2026, its #31 holding.
  • Harrell Investment Partners first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
  • Harrell Investment Partners's Realty Income position peaked at $4.77M in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.