Kathmere Capital Management’s Realty Income O Stock Holding History

Kathmere Capital 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	$407K	Buy	+6,575	New	+$410K	0.02%	448

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

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

Kathmere Capital Management opened a new position in Realty Income (O) in Q2 2026: 6,575 shares worth $407K. The stake represents 0.02% of the portfolio and ranks #448 among its holdings.

1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Kathmere Capital Management held 6,575 shares of Realty Income worth $407K as of Q2 2026.
Realty Income was a new Kathmere Capital Management position in Q2 2026.
Realty Income made up 0.02% of Kathmere Capital Management's portfolio in Q2 2026, its #448 holding.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.