Key Financial Inc
O icon

Key Financial Inc’s Realty Income O Stock Holding History

Key Financial Inc’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 		$9.6K Buy
176
+12
+7% +$740 ﹤0.01% 872
2026
Q2 		$10.2K Sell
164
-336
-67% -$20.9K ﹤0.01% 868
2026
Q1 		$30.6K Hold
500
– – 0.01% 631
2025
Q4 		$28.2K Sell
500
-300
-38% -$17.4K 0.01% 650
2025
Q3 		$48.4K Buy
800
+291
+57% +$17K 0.01% 527
2025
Q2 		$29.3K Hold
509
– – 0.01% 601
2025
Q1 		$29.5K Hold
509
– – 0.01% 580
2024
Q4 		$27.2K Hold
509
– – 0.01% 582
2024
Q3 		$32.3K Buy
509
+9
+2% +$536 0.01% 558
2024
Q2 		$26.4K Sell
500
-104
-17% -$5.55K 0.01% 585
2024
Q1 		$32.7K Buy
604
+18
+3% +$975 0.01% 509
2023
Q4 		$33.6K Sell
586
-81
-12% -$4.25K 0.01% 494
2023
Q3 		$33.3K Hold
667
– – 0.01% 474
2023
Q2 		$39.9K Hold
667
– – 0.01% 445
2023
Q1 		$42.2K Hold
667
– – 0.02% 415
2022
Q4 		$38.8K Hold
667
– – 0.02% 396
2022
Q3 		$39K Buy
667
+82
+14% +$5.65K 0.02% 400
2022
Q2 		$41K Buy
585
+103
+21% +$7.08K 0.02% 395
2022
Q1 		$33K Hold
482
– – 0.02% 417
2021
Q4 		$35K Sell
482
-15
-3% -$1.03K 0.02% 398
2021
Q3 		$31K Sell
497
-25
-5% -$1.69K 0.02% 404
2021
Q2 		$36K Buy
522
+111
+27% +$7.29K 0.02% 394
2021
Q1 		$25K Hold
411
– – 0.02% 365
2020
Q4 		$25K Buy
+411
New +$24.3K 0.02% 338
2020
Q2 		– Sell
-386
Closed -$20K – 451
2020
Q1 		$20K Buy
+386
New +$26.9K 0.02% 322

Other funds holding O

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Key Financial Inc's O Position: Q3 2026 in Review

Key Financial Inc increased its Realty Income (O) stake by 7.3% in Q3 2026, buying an estimated $740 and bringing the position to 176 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Key Financial Inc first reported a position in O in Q1 2020 and has held it in 25 quarters since. The position peaked at $48.4K in Q3 2025. 1,077 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Key Financial Inc held 176 shares of Realty Income worth $9.6K as of Q3 2026.
  • Key Financial Inc bought 12 Realty Income shares in Q3 2026, an estimated $740.
  • Realty Income made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #872 holding.
  • Key Financial Inc first reported a position in Realty Income in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's Realty Income position peaked at $48.4K in Q3 2025.
  • 1,077 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.