Hoey Investments’s Realty Income O Stock Holding History

Hoey 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	$30.1K	Sell	486 -58	-11%	-$3.62K	﹤0.01%	190
2026 Q1	$33.3K	Hold	544	–	–	﹤0.01%	179
2025 Q4	$30.7K	Hold	544	–	–	﹤0.01%	188
2025 Q3	$33.1K	Hold	544	–	–	﹤0.01%	191
2025 Q2	$31.3K	Hold	544	–	–	﹤0.01%	184
2025 Q1	$31.6K	Hold	544	–	–	0.01%	161
2024 Q4	$29.1K	Hold	544	–	–	﹤0.01%	157
2024 Q3	$28.7K	Hold	544	–	–	0.01%	153
2024 Q2	$28.7K	Buy	+544	New	+$29K	0.01%	153
2024 Q1	–	Sell	-77	Closed	-$4.42K	–	366
2023 Q4	$4.42K	Hold	77	–	–	﹤0.01%	251
2023 Q3	$3.85K	Buy	+77	New	+$4.43K	﹤0.01%	266
2021 Q2	–	Sell	-96	Closed	-$6K	–	243
2021 Q1	$6K	Buy	+96	New	+$5.69K	﹤0.01%	197

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Hoey Investments's O Position: Q2 2026 in Review

Hoey Investments reduced its Realty Income (O) stake by 11% in Q2 2026, selling an estimated $3.62K and leaving 486 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Hoey Investments first reported a position in O in Q1 2021 and has held it in 12 quarters since. The position peaked at $33.3K in Q1 2026. 881 funds tracked by Wall St. Rank hold O as of Q2 2026.

Hoey Investments held 486 shares of Realty Income worth $30.1K as of Q2 2026.
Hoey Investments sold 58 Realty Income shares in Q2 2026, an estimated $3.62K.
Realty Income made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #190 holding.
Hoey Investments first reported a position in Realty Income in Q1 2021 and has held it in 12 quarters since.
Hoey Investments's Realty Income position peaked at $33.3K in Q1 2026.
881 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.