KCM Investment Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.5M | Sell |
184,991
-2,015
| -1% | -$126K | 0.34% | 60 |
|
|
2026
Q1 | $11.4M | Sell |
187,006
-5,952
| -3% | -$373K | 0.38% | 61 |
|
|
2025
Q4 | $10.9M | Sell |
192,958
-4,732
| -2% | -$274K | 0.35% | 57 |
|
|
2025
Q3 | $12M | Sell |
197,690
-3,121
| -2% | -$182K | 0.39% | 54 |
|
|
2025
Q2 | $11.6M | Sell |
200,811
-1,187
| -0.6% | -$67.1K | 0.39% | 55 |
|
|
2025
Q1 | $11.7M | Sell |
201,998
-10,161
| -5% | -$562K | 0.42% | 55 |
|
|
2024
Q4 | $11.3M | Sell |
212,159
-5,010
| -2% | -$292K | 0.39% | 57 |
|
|
2024
Q3 | $13.8M | Buy |
217,169
+1,044
| +0.5% | +$62.1K | 0.47% | 49 |
|
|
2024
Q2 | $11.4M | Sell |
216,125
-2,952
| -1% | -$158K | 0.41% | 58 |
|
|
2024
Q1 | $11.9M | Buy |
219,077
+671
| +0.3% | +$36.3K | 0.44% | 56 |
|
|
2023
Q4 | $12.5M | Sell |
218,406
-750
| -0.3% | -$39.4K | 0.5% | 51 |
|
|
2023
Q3 | $10.9M | Sell |
219,156
-6,352
| -3% | -$365K | 0.47% | 54 |
|
|
2023
Q2 | $13.5M | Sell |
225,508
-11,252
| -5% | -$687K | 0.54% | 53 |
|
|
2023
Q1 | $15M | Sell |
236,760
-3,554
| -1% | -$230K | 0.61% | 48 |
|
|
2022
Q4 | $15.2M | Sell |
240,314
-4,150
| -2% | -$258K | 0.66% | 47 |
|
|
2022
Q3 | $14.2M | Sell |
244,464
-435
| -0.2% | -$30K | 0.66% | 48 |
|
|
2022
Q2 | $16.7M | Sell |
244,899
-5,787
| -2% | -$398K | 0.73% | 43 |
|
|
2022
Q1 | $17.4M | Buy |
250,686
+3,800
| +2% | +$258K | 0.64% | 49 |
|
|
2021
Q4 | $17.7M | Sell |
246,886
-2,564
| -1% | -$176K | 0.62% | 51 |
|
|
2021
Q3 | $15.7M | Buy |
249,450
+5,996
| +2% | +$405K | 0.62% | 51 |
|
|
2021
Q2 | $15.7M | Buy |
243,454
+8,631
| +4% | +$567K | 0.64% | 50 |
|
|
2021
Q1 | $14.4M | Buy |
234,823
+5,215
| +2% | +$309K | 0.64% | 51 |
|
|
2020
Q4 | $13.8M | Sell |
229,608
-2,133
| -0.9% | -$126K | 0.67% | 46 |
|
|
2020
Q3 | $13.6M | Sell |
231,741
-2,049
| -0.9% | -$121K | 0.76% | 41 |
|
|
2020
Q2 | $13.5M | Buy |
233,790
+8,044
| +4% | +$428K | 0.76% | 44 |
|
|
2020
Q1 | $10.9M | Sell |
225,746
-10,138
| -4% | -$706K | 0.74% | 46 |
|
|
2019
Q4 | $16.8M | Buy |
235,884
+13,500
| +6% | +$1.01M | 0.91% | 36 |
|
|
2019
Q3 | $16.5M | Buy |
222,384
+5,873
| +3% | +$412K | 0.96% | 34 |
|
|
2019
Q2 | $14.5M | Buy |
216,511
+8,619
| +4% | +$589K | 0.87% | 38 |
|
|
2019
Q1 | $14.8M | Buy |
207,892
+90
| +0% | +$5.96K | 0.96% | 36 |
|
|
2018
Q4 | $12.7M | Sell |
207,802
-2,084
| -1% | -$124K | 0.84% | 34 |
|
|
2018
Q3 | $11.6M | Sell |
209,886
-1,716
| -0.8% | -$94.5K | 0.66% | 42 |
|
|
2018
Q2 | $11M | Buy |
211,602
+1,503
| +0.7% | +$76.2K | 0.68% | 39 |
|
|
2018
Q1 | $10.5M | Sell |
210,099
-3,166
| -1% | -$158K | 0.64% | 41 |
|
|
2017
Q4 | $11.8M | Sell |
213,265
-87
| -0% | -$4.72K | 0.69% | 38 |
|
|
2017
Q3 | $11.8M | Buy |
213,352
+2,741
| +1% | +$152K | 0.72% | 37 |
|
|
2017
Q2 | $11.3M | Buy |
210,611
+1,760
| +0.8% | +$97.4K | 0.71% | 36 |
|
|
2017
Q1 | $12M | Buy |
208,851
+8,933
| +4% | +$517K | 0.77% | 31 |
|
|
2016
Q4 | $11.1M | Buy |
199,918
+1,228
| +0.6% | +$68.9K | 0.75% | 32 |
|
|
2016
Q3 | $12.9M | Buy |
198,690
+7,019
| +4% | +$463K | 0.88% | 22 |
|
|
2016
Q2 | $12.9M | Buy |
191,671
+2,203
| +1% | +$134K | 0.9% | 23 |
|
|
2016
Q1 | $11.5M | Buy |
189,468
+4,088
| +2% | +$228K | 0.84% | 24 |
|
|
2015
Q4 | $9.27M | Buy |
185,380
+1,917
| +1% | +$91.6K | 0.73% | 33 |
|
|
2015
Q3 | $8.43M | Buy |
183,463
+5,569
| +3% | +$251K | 0.7% | 33 |
|
|
2015
Q2 | $7.65M | Buy |
177,894
+10,739
| +6% | +$491K | 0.61% | 42 |
|
|
2015
Q1 | $8.36M | Buy |
167,155
+12,208
| +8% | +$611K | 0.67% | 35 |
|
|
2014
Q4 | $7.16M | Buy |
154,947
+7,979
| +5% | +$354K | 0.6% | 42 |
|
|
2014
Q3 | $5.81M | Buy |
146,968
+11,074
| +8% | +$472K | 0.53% | 47 |
|
|
2014
Q2 | $5.85M | Buy |
135,894
+15,296
| +13% | +$639K | 0.55% | 45 |
|
|
2014
Q1 | $4.78M | Buy |
120,598
+5,269
| +5% | +$209K | 0.49% | 54 |
|
|
2013
Q4 | $4.17M | Buy |
115,329
+23,354
| +25% | +$897K | 0.45% | 63 |
|
|
2013
Q3 | $3.54M | Buy |
91,975
+21,448
| +30% | +$869K | 0.42% | 69 |
|
|
2013
Q2 | $2.87M | Buy |
+70,527
| New | +$3.26M | 0.35% | 87 |
|
Other funds holding O
KCM Investment Advisors's O Position: Q2 2026 in Review
KCM Investment Advisors reduced its Realty Income (O) stake by 1.1% in Q2 2026, selling an estimated $126K and leaving 184,991 shares worth $11.5M. The position accounts for 0.34% of the portfolio, ranked #60.
KCM Investment Advisors first reported a position in O in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.7M in Q4 2021. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.
- KCM Investment Advisors held 184,991 shares of Realty Income worth $11.5M as of Q2 2026.
- KCM Investment Advisors sold 2,015 Realty Income shares in Q2 2026, an estimated $126K.
- Realty Income made up 0.34% of KCM Investment Advisors's portfolio in Q2 2026, its #60 holding.
- KCM Investment Advisors first reported a position in Realty Income in Q2 2013 and has held it in 53 quarters since.
- KCM Investment Advisors's Realty Income position peaked at $17.7M in Q4 2021.
- 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.