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 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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Key Capital Management reduced its Realty Income (O) stake by 14% in Q2 2026, selling an estimated $4.99K and leaving 503 shares worth $31.2K. The position accounts for 0.02% of the portfolio, ranked #210.

Key Capital Management first reported a position in O in Q4 2025 and has held it in 3 quarters since. The position peaked at $63.7K in Q4 2025. 818 funds tracked by Wall St. Rank hold O as of Q2 2026.

Key Capital Management held 503 shares of Realty Income worth $31.2K as of Q2 2026.
Key Capital Management sold 80 Realty Income shares in Q2 2026, an estimated $4.99K.
Realty Income made up 0.02% of Key Capital Management's portfolio in Q2 2026, its #210 holding.
Key Capital Management first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
Key Capital Management's Realty Income position peaked at $63.7K in Q4 2025.
818 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.