Howard Financial Services’s Realty Income O Stock Holding History

Howard Financial Services’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	$231K	Buy	+3,727	New	+$232K	0.02%	228

Other funds holding O

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Howard Financial Services's O Position: Q2 2026 in Review

Howard Financial Services opened a new position in Realty Income (O) in Q2 2026: 3,727 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #228 among its holdings.

505 funds tracked by Wall St. Rank hold O as of Q2 2026.

Howard Financial Services held 3,727 shares of Realty Income worth $231K as of Q2 2026.
Realty Income was a new Howard Financial Services position in Q2 2026.
Realty Income made up 0.02% of Howard Financial Services's portfolio in Q2 2026, its #228 holding.
505 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.