HCMG
O icon

Howard Capital Management Group’s Realty Income O Stock Holding History

Howard Capital Management 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 		$372K Hold
6,000
– – 0.02% 103
2026
Q1 		$367K Sell
6,000
-2,000
-25% -$125K 0.02% 100
2025
Q4 		$451K Hold
8,000
– – 0.03% 92
2025
Q3 		$486K Buy
+8,000
New +$466K 0.03% 90

Other funds holding O

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Howard Capital Management Group's O Position: Q2 2026 in Review

Howard Capital Management Group held its Realty Income (O) position steady in Q2 2026 at 6,000 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #103.

Howard Capital Management Group first reported a position in O in Q3 2025 and has held it in 4 quarters since. The position peaked at $486K in Q3 2025. 213 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Howard Capital Management Group held 6,000 shares of Realty Income worth $372K as of Q2 2026.
  • Howard Capital Management Group left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up 0.02% of Howard Capital Management Group's portfolio in Q2 2026, its #103 holding.
  • Howard Capital Management Group first reported a position in Realty Income in Q3 2025 and has held it in 4 quarters since.
  • Howard Capital Management Group's Realty Income position peaked at $486K in Q3 2025.
  • 213 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.