LifeSteps Financial’s Realty Income O Stock Holding History

LifeSteps 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	$3.1K	Buy	+50	New	+$3.12K	﹤0.01%	607

Other funds holding O

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

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

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

COPPSERS

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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

LifeSteps Financial's O Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Realty Income (O) in Q2 2026: 50 shares worth $3.1K. The stake represents ﹤0.01% of the portfolio and ranks #607 among its holdings.

603 funds tracked by Wall St. Rank hold O as of Q2 2026.

LifeSteps Financial held 50 shares of Realty Income worth $3.1K as of Q2 2026.
Realty Income was a new LifeSteps Financial position in Q2 2026.
Realty Income made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #607 holding.
603 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.