HPG
O icon

Harvest Portfolios Group’s Realty Income O Stock Holding History

Harvest Portfolios 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 		$973K Sell
15,707
-83
-0.5% -$5.17K 0.01% 212
2026
Q1 		$966K Sell
15,790
-14,237
-47% -$891K 0.02% 203
2025
Q4 		$1.69M Sell
30,027
-4,360
-13% -$252K 0.03% 188
2025
Q3 		$2.09M Buy
34,387
+843
+3% +$49.1K 0.04% 159
2025
Q2 		$1.93M Buy
33,544
+4,942
+17% +$279K 0.04% 151
2025
Q1 		$1.66M Sell
28,602
-2,122
-7% -$117K 0.05% 160
2024
Q4 		$1.64M Buy
30,724
+8,147
+36% +$474K 0.05% 129
2024
Q3 		$1.43M Buy
22,577
+15,200
+206% +$905K 0.05% 145
2024
Q2 		$390K Buy
7,377
+1,725
+31% +$92.1K 0.01% 212
2024
Q1 		$306K Buy
+5,652
New +$306K 0.01% 211

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 $3.38T AUM 44.17% 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

Harvest Portfolios Group's O Position: Q2 2026 in Review

Harvest Portfolios Group reduced its Realty Income (O) stake by 0.53% in Q2 2026, selling an estimated $5.17K and leaving 15,707 shares worth $973K. The position accounts for 0.01% of the portfolio, ranked #212.

Harvest Portfolios Group first reported a position in O in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.09M in Q3 2025. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Harvest Portfolios Group held 15,707 shares of Realty Income worth $973K as of Q2 2026.
  • Harvest Portfolios Group sold 83 Realty Income shares in Q2 2026, an estimated $5.17K.
  • Realty Income made up 0.01% of Harvest Portfolios Group's portfolio in Q2 2026, its #212 holding.
  • Harvest Portfolios Group first reported a position in Realty Income in Q1 2024 and has held it in 10 quarters since.
  • Harvest Portfolios Group's Realty Income position peaked at $2.09M in Q3 2025.
  • 1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.