Koshinski Asset Management’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 | $713K | Buy |
11,513
+3,511
| +44% | +$219K | 0.04% | 373 |
|
|
2026
Q1 | $490K | Sell |
8,002
-124
| -2% | -$7.76K | 0.03% | 441 |
|
|
2025
Q4 | $458K | Buy |
8,126
+976
| +14% | +$56.5K | 0.03% | 451 |
|
|
2025
Q3 | $435K | Buy |
7,150
+1,744
| +32% | +$102K | 0.03% | 460 |
|
|
2025
Q2 | $311K | Buy |
5,406
+1,787
| +49% | +$101K | 0.02% | 527 |
|
|
2025
Q1 | $210K | Buy |
+3,619
| New | +$200K | 0.02% | 595 |
|
|
2024
Q4 | – | Sell |
-3,195
| Closed | -$203K | – | 657 |
|
|
2024
Q3 | $203K | Buy |
+3,195
| New | +$190K | 0.02% | 603 |
|
|
2023
Q2 | – | Sell |
-3,883
| Closed | -$246K | – | 646 |
|
|
2023
Q1 | $246K | Sell |
3,883
-178
| -4% | -$11.5K | 0.02% | 477 |
|
|
2022
Q4 | $258K | Sell |
4,061
-234
| -5% | -$14.5K | 0.02% | 497 |
|
|
2022
Q3 | $250K | Buy |
4,295
+156
| +4% | +$10.8K | 0.03% | 449 |
|
|
2022
Q2 | $283K | Sell |
4,139
-84
| -2% | -$5.77K | 0.03% | 479 |
|
|
2022
Q1 | $293K | Sell |
4,223
-194
| -4% | -$13.2K | 0.02% | 484 |
|
|
2021
Q4 | $316K | Sell |
4,417
-112
| -2% | -$7.7K | 0.03% | 498 |
|
|
2021
Q3 | $285K | Buy |
4,529
+1,403
| +45% | +$94.7K | 0.02% | 517 |
|
|
2021
Q2 | $202K | Sell |
3,126
-1,435
| -31% | -$94.3K | 0.03% | 526 |
|
|
2021
Q1 | $281K | Sell |
4,561
-1,763
| -28% | -$104K | 0.03% | 494 |
|
|
2020
Q4 | $381K | Buy |
6,324
+164
| +3% | +$9.69K | 0.05% | 382 |
|
|
2020
Q3 | $378 | Hold |
6,160
| – | – | 0.05% | 354 |
|
|
2020
Q2 | $355K | Hold |
6,160
| – | – | 0.06% | 353 |
|
|
2020
Q1 | $298K | Buy |
6,160
+193
| +3% | +$13.4K | 0.06% | 343 |
|
|
2019
Q4 | $424K | Buy |
5,967
+271
| +5% | +$20.2K | 0.07% | 341 |
|
|
2019
Q3 | $423K | Buy |
5,696
+1,084
| +24% | +$76K | 0.29% | 98 |
|
|
2019
Q2 | $308K | Sell |
4,612
-1,156
| -20% | -$78.9K | 0.13% | 198 |
|
|
2019
Q1 | $411 | Sell |
5,768
-714
| -11% | -$47.3K | 0.11% | 236 |
|
|
2018
Q4 | $396K | Sell |
6,482
-1,218
| -16% | -$72.7K | 0.1% | 250 |
|
|
2018
Q3 | $424K | Buy |
7,700
+3,383
| +78% | +$186K | 0.06% | 360 |
|
|
2018
Q2 | $225K | Sell |
4,317
-720
| -14% | -$36.5K | 0.07% | 341 |
|
|
2018
Q1 | $252K | Sell |
5,037
-143
| -3% | -$7.13K | 0.08% | 311 |
|
|
2017
Q4 | $286K | Buy |
+5,180
| New | +$281K | 0.07% | 349 |
|
|
2017
Q2 | – | Sell |
-3,503
| Closed | -$202K | – | 361 |
|
|
2017
Q1 | $202K | Buy |
+3,503
| New | +$203K | 0.08% | 317 |
|
Other funds holding O
Koshinski Asset Management's O Position: Q2 2026 in Review
Koshinski Asset Management increased its Realty Income (O) stake by 44% in Q2 2026, buying an estimated $219K and bringing the position to 11,513 shares worth $713K. The position accounts for 0.04% of the portfolio, ranked #373.
Koshinski Asset Management first reported a position in O in Q1 2017 and has held it in 30 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Koshinski Asset Management held 11,513 shares of Realty Income worth $713K as of Q2 2026.
- Koshinski Asset Management bought 3,511 Realty Income shares in Q2 2026, an estimated $219K.
- Realty Income made up 0.04% of Koshinski Asset Management's portfolio in Q2 2026, its #373 holding.
- Koshinski Asset Management first reported a position in Realty Income in Q1 2017 and has held it in 30 quarters since.
- 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.