Key Capital Management
O icon

Key Capital Management’s Realty Income O Stock Holding History

Key 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
Q3 		$16.8K Sell
309
-194
-39% -$12K 0.01% 329
2026
Q2 		$31.2K Sell
503
-80
-14% -$4.99K 0.02% 210
2026
Q1 		$35.7K Sell
583
-547
-48% -$34.2K 0.02% 185
2025
Q4 		$63.7K Buy
+1,130
New +$65.4K 0.06% 118

Other funds holding O

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Key Capital Management's O Position: Q3 2026 in Review

Key Capital Management reduced its Realty Income (O) stake by 39% in Q3 2026, selling an estimated $12K and leaving 309 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #329.

Key Capital Management first reported a position in O in Q4 2025 and has held it in 4 quarters since. The position peaked at $63.7K in Q4 2025. 872 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Key Capital Management held 309 shares of Realty Income worth $16.8K as of Q3 2026.
  • Key Capital Management sold 194 Realty Income shares in Q3 2026, an estimated $12K.
  • Realty Income made up 0.01% of Key Capital Management's portfolio in Q3 2026, its #329 holding.
  • Key Capital Management first reported a position in Realty Income in Q4 2025 and has held it in 4 quarters since.
  • Key Capital Management's Realty Income position peaked at $63.7K in Q4 2025.
  • 872 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.