HPC
O icon

HM Payson & Co’s Realty Income O Stock Holding History

HM Payson & Co’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 		$212K Buy
3,419
+22
+0.6% +$1.37K ﹤0.01% 435
2026
Q1 		$208K Buy
3,397
+64
+2% +$4.01K ﹤0.01% 426
2025
Q4 		$188K Buy
3,333
+31
+0.9% +$1.79K ﹤0.01% 441
2025
Q3 		$201K Buy
3,302
+286
+9% +$16.7K ﹤0.01% 428
2025
Q2 		$174K Buy
3,016
+777
+35% +$43.9K ﹤0.01% 444
2025
Q1 		$130K Buy
2,239
+1,424
+175% +$78.8K ﹤0.01% 490
2024
Q4 		$43.5K Sell
815
-6
-0.7% -$349 ﹤0.01% 665
2024
Q3 		$52.1K Sell
821
-653
-44% -$38.9K ﹤0.01% 622
2024
Q2 		$77.9K Buy
1,474
+659
+81% +$35.2K ﹤0.01% 535
2024
Q1 		$44.1K Sell
815
-375
-32% -$20.3K ﹤0.01% 615
2023
Q4 		$68.3K Hold
1,190
– – ﹤0.01% 545
2023
Q3 		$59.4K Sell
1,190
-156
-12% -$8.97K ﹤0.01% 555
2023
Q2 		$80.5K Buy
1,346
+156
+13% +$9.52K ﹤0.01% 512
2023
Q1 		$75.4K Sell
1,190
-470
-28% -$30.5K ﹤0.01% 515
2022
Q4 		$105K Buy
1,660
+85
+5% +$5.28K ﹤0.01% 457
2022
Q3 		$92K Hold
1,575
– – ﹤0.01% 481
2022
Q2 		$108K Hold
1,575
– – ﹤0.01% 464
2022
Q1 		$109K Hold
1,575
– – ﹤0.01% 481
2021
Q4 		$113K Buy
1,575
+337
+27% +$23.2K ﹤0.01% 480
2021
Q3 		$78K Hold
1,238
– – ﹤0.01% 524
2021
Q2 		$80K Hold
1,238
– – ﹤0.01% 514
2021
Q1 		$76K Hold
1,238
– – ﹤0.01% 528
2020
Q4 		$75K Sell
1,238
-35
-3% -$2.07K ﹤0.01% 526
2020
Q3 		$75K Buy
1,273
+551
+76% +$32.6K ﹤0.01% 494
2020
Q2 		$42K Sell
722
-413
-36% -$22K ﹤0.01% 549
2020
Q1 		$55K Hold
1,135
– – ﹤0.01% 484
2019
Q4 		$81K Sell
1,135
-276
-20% -$20.6K ﹤0.01% 501
2019
Q3 		$105K Hold
1,411
– – ﹤0.01% 470
2019
Q2 		$94K Buy
+1,411
New +$96.4K ﹤0.01% 498

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

HM Payson & Co's O Position: Q2 2026 in Review

HM Payson & Co increased its Realty Income (O) stake by 0.65% in Q2 2026, buying an estimated $1.37K and bringing the position to 3,419 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

HM Payson & Co first reported a position in O in Q2 2019 and has held it in 29 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • HM Payson & Co held 3,419 shares of Realty Income worth $212K as of Q2 2026.
  • HM Payson & Co bought 22 Realty Income shares in Q2 2026, an estimated $1.37K.
  • Realty Income made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #435 holding.
  • HM Payson & Co first reported a position in Realty Income in Q2 2019 and has held it in 29 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.