HIP
O icon

HUB Investment Partners’s Realty Income O Stock Holding History

HUB Investment Partners’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 		$1.45M Buy
23,419
+3,454
+17% +$215K 0.03% 357
2026
Q1 		$1.22M Buy
19,965
+4,838
+32% +$303K 0.03% 336
2025
Q4 		$853K Buy
15,127
+2,387
+19% +$138K 0.02% 341
2025
Q3 		$774K Buy
12,740
+5,450
+75% +$318K 0.03% 317
2025
Q2 		$420K Sell
7,290
-418
-5% -$23.6K 0.01% 424
2025
Q1 		$447K Sell
7,708
-19
-0.2% -$1.05K 0.02% 359
2024
Q4 		$413K Buy
7,727
+2,252
+41% +$131K 0.02% 339
2024
Q3 		$347K Sell
5,475
-664
-11% -$39.5K 0.02% 356
2024
Q2 		$324K Sell
6,139
-2,342
-28% -$125K 0.01% 354
2024
Q1 		$459K Buy
8,481
+3,494
+70% +$189K 0.03% 290
2023
Q4 		$286K Buy
4,987
+540
+12% +$28.3K 0.02% 321
2023
Q3 		$222K Sell
4,447
-5
-0.1% -$288 0.03% 229
2023
Q2 		$266K Buy
+4,452
New +$272K 0.04% 204
2022
Q1 		– Sell
-3,378
Closed -$242K – 203
2021
Q4 		$242K Sell
3,378
-104
-3% -$7.15K 0.06% 172
2021
Q3 		$219K Buy
+3,482
New +$235K 0.05% 206

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

HUB Investment Partners's O Position: Q2 2026 in Review

HUB Investment Partners increased its Realty Income (O) stake by 17% in Q2 2026, buying an estimated $215K and bringing the position to 23,419 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #357.

HUB Investment Partners first reported a position in O in Q3 2021 and has held it in 15 quarters since. 1,456 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • HUB Investment Partners held 23,419 shares of Realty Income worth $1.45M as of Q2 2026.
  • HUB Investment Partners bought 3,454 Realty Income shares in Q2 2026, an estimated $215K.
  • Realty Income made up 0.03% of HUB Investment Partners's portfolio in Q2 2026, its #357 holding.
  • HUB Investment Partners first reported a position in Realty Income in Q3 2021 and has held it in 15 quarters since.
  • 1,456 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.