Lantz Financial’s Realty Income O Stock Holding History

Lantz 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	$214K	Sell	3,454 -911	-21%	-$56.8K	0.04%	252
2026 Q1	$267K	Sell	4,365 -1,436	-25%	-$89.9K	0.06%	216
2025 Q4	$327K	Buy	5,801 +359	+7%	+$20.8K	0.07%	202
2025 Q3	$331K	Buy	5,442 +343	+7%	+$20K	0.07%	197
2025 Q2	$294K	Buy	5,099 +597	+13%	+$33.8K	0.07%	182
2025 Q1	$261K	Buy	4,502 +327	+8%	+$18.1K	0.07%	186
2024 Q4	$223K	Sell	4,175 -290	-6%	-$16.9K	0.06%	210
2024 Q3	$283K	Buy	4,465 +30	+0.7%	+$1.78K	0.08%	185
2024 Q2	$234K	Buy	+4,435	New	+$237K	0.07%	188

Other funds holding O

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Lantz Financial's O Position: Q2 2026 in Review

Lantz Financial reduced its Realty Income (O) stake by 21% in Q2 2026, selling an estimated $56.8K and leaving 3,454 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #252.

Lantz Financial first reported a position in O in Q2 2024 and has held it in 9 quarters since. The position peaked at $331K in Q3 2025. 283 funds tracked by Wall St. Rank hold O as of Q2 2026.

Lantz Financial held 3,454 shares of Realty Income worth $214K as of Q2 2026.
Lantz Financial sold 911 Realty Income shares in Q2 2026, an estimated $56.8K.
Realty Income made up 0.04% of Lantz Financial's portfolio in Q2 2026, its #252 holding.
Lantz Financial first reported a position in Realty Income in Q2 2024 and has held it in 9 quarters since.
Lantz Financial's Realty Income position peaked at $331K in Q3 2025.
283 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.