Johnson Financial Group Inc (Wisconsin)’s Realty Income O Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	–	Sell	-109	Closed	-$6.7K	–	909
2026 Q1	$6.7K	Hold	109	–	–	﹤0.01%	673
2025 Q4	$6.17K	Sell	109 -158	-59%	-$9.15K	﹤0.01%	689
2025 Q3	$16.2K	Buy	267 +177	+197%	+$10.3K	﹤0.01%	732
2025 Q2	$5.18K	Buy	+90	New	+$5.09K	﹤0.01%	639
2024 Q4	–	Sell	-47	Closed	-$2.98K	–	951
2024 Q3	$2.98K	Buy	+47	New	+$2.8K	﹤0.01%	843
2024 Q1	–	Sell	-5	Closed	-$289	–	928
2023 Q4	$289	Buy	+5	New	+$262	﹤0.01%	864
2023 Q2	–	Sell	-34	Closed	-$2.16K	–	684
2023 Q1	$2.16K	Buy	34 +12	+55%	+$778	﹤0.01%	577
2022 Q4	$1.4K	Hold	22	–	–	﹤0.01%	585
2022 Q3	$1K	Buy	+22	New	+$1.52K	﹤0.01%	619
2022 Q1	–	Sell	-1,462	Closed	-$105K	–	768
2021 Q4	$105K	Buy	+1,462	New	+$101K	0.01%	361
2016 Q3	–	Sell	-1	Closed	–	–	732
2016 Q2	$0	Buy	+1	New	+$61	﹤0.01%	782

Other funds holding O

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Johnson Financial Group Inc (Wisconsin)'s O Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Realty Income (O) in Q2 2026, closing a stake of 109 shares — an estimated $6.7K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in O in Q2 2016 and held it in 11 quarters. The position peaked at $105K in Q4 2021. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) reported no remaining Realty Income position as of Q2 2026 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 109 Realty Income shares in Q2 2026, an estimated $6.7K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Realty Income in Q2 2016 and held it in 11 quarters.
Johnson Financial Group Inc (Wisconsin)'s Realty Income position peaked at $105K in Q4 2021.
1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.