Krilogy Financial’s Realty Income O Stock Holding History

Krilogy Financial’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	$595K	Buy	9,604 +54	+0.6%	+$3.37K	0.02%	574
2026 Q1	$617K	Sell	9,550 -521	-5%	-$32.6K	0.02%	517
2025 Q4	$608K	Buy	10,071 +422	+4%	+$24.4K	0.02%	494
2025 Q3	$542K	Buy	+9,649	New	+$562K	0.02%	505
2022 Q1	–	Sell	-13,528	Closed	-$968K	–	322
2021 Q4	$968K	Sell	13,528 -374	-3%	-$25.7K	0.1%	131
2021 Q3	$874K	Buy	13,902 +287	+2%	+$19.4K	0.09%	147
2021 Q2	$881K	Sell	13,615 -1,571	-10%	-$103K	0.09%	143
2021 Q1	$934K	Sell	15,186 -2,138	-12%	-$127K	0.1%	129
2020 Q4	$1.04M	Buy	17,324 +1,037	+6%	+$61.3K	0.13%	113
2020 Q3	$959K	Buy	16,287 +1,368	+9%	+$80.9K	0.13%	104
2020 Q2	$860K	Buy	+14,919	New	+$794K	0.13%	107
2017 Q4	–	Sell	-310	Closed	-$17K	–	819
2017 Q3	$17K	Hold	310	–	–	﹤0.01%	500
2017 Q2	$17K	Sell	310 -160	-34%	-$8.85K	﹤0.01%	461
2017 Q1	$26K	Hold	470	–	–	0.01%	386
2016 Q4	$26K	Hold	470	–	–	0.01%	386
2016 Q3	$30K	Hold	470	–	–	0.01%	383
2016 Q2	$32K	Hold	470	–	–	0.01%	373
2016 Q1	$28K	Hold	470	–	–	0.01%	345
2015 Q4	$23K	Hold	470	–	–	0.02%	195
2015 Q3	$22K	Buy	+470	New	+$21.2K	0.01%	302

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Krilogy Financial's O Position: Q2 2026 in Review

Krilogy Financial increased its Realty Income (O) stake by 0.57% in Q2 2026, buying an estimated $3.37K and bringing the position to 9,604 shares worth $595K. The position accounts for 0.02% of the portfolio, ranked #574.

Krilogy Financial first reported a position in O in Q3 2015 and has held it in 20 quarters since. The position peaked at $1.04M in Q4 2020. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Krilogy Financial held 9,604 shares of Realty Income worth $595K as of Q2 2026.
Krilogy Financial bought 54 Realty Income shares in Q2 2026, an estimated $3.37K.
Realty Income made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #574 holding.
Krilogy Financial first reported a position in Realty Income in Q3 2015 and has held it in 20 quarters since.
Krilogy Financial's Realty Income position peaked at $1.04M in Q4 2020.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.