JRPIM
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Journey Retirement Planning & Investment Management’s Realty Income O Stock Holding History

Journey Retirement Planning & Investment Management’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 		$389K Buy
6,280
+149
+2% +$9.29K 0.3% 104
2026
Q1 		$375K Sell
6,131
-13,234
-68% -$828K 0.33% 93
2025
Q4 		$1.09M Buy
+19,365
New +$1.12M 0.22% 104

Other funds holding O

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Journey Retirement Planning & Investment Management's O Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Realty Income (O) stake by 2.4% in Q2 2026, buying an estimated $9.29K and bringing the position to 6,280 shares worth $389K. The position accounts for 0.3% of the portfolio, ranked #104.

Journey Retirement Planning & Investment Management first reported a position in O in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.09M in Q4 2025. 818 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 6,280 shares of Realty Income worth $389K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 149 Realty Income shares in Q2 2026, an estimated $9.29K.
  • Realty Income made up 0.3% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #104 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Realty Income position peaked at $1.09M in Q4 2025.
  • 818 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.