Howard Capital Management’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$360K Buy
+5,818
New +$363K ﹤0.01% 362
2026
Q1
Sell
-6,541
Closed -$369K 392
2025
Q4
$369K Buy
6,541
+210
+3% +$12.2K ﹤0.01% 346
2025
Q3
$385K Buy
6,331
+204
+3% +$11.9K 0.01% 337
2025
Q2
$353K Buy
6,127
+2,163
+55% +$122K 0.01% 337
2025
Q1
$230K Sell
3,964
-492
-11% -$27.2K 0.01% 363
2024
Q4
$238K Buy
4,456
+229
+5% +$13.3K ﹤0.01% 378
2024
Q3
$268K Buy
+4,227
New +$252K ﹤0.01% 341

Other funds holding O

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

Howard Capital Management opened a new position in Realty Income (O) in Q2 2026: 5,818 shares worth $360K. The stake represents ﹤0.01% of the portfolio and ranks #362 among its holdings. This is a return to the name: Howard Capital Management previously reported a position in O as recently as Q4 2025.

Howard Capital Management first reported a position in O in Q3 2024 and has held it in 7 quarters since. The position peaked at $385K in Q3 2025. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Howard Capital Management held 5,818 shares of Realty Income worth $360K as of Q2 2026.
  • Realty Income was a new Howard Capital Management position in Q2 2026.
  • Realty Income made up ﹤0.01% of Howard Capital Management's portfolio in Q2 2026, its #362 holding.
  • Howard Capital Management first reported a position in Realty Income in Q3 2024 and has held it in 7 quarters since.
  • Howard Capital Management's Realty Income position peaked at $385K in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.