LongView Wealth Management
O icon

LongView Wealth Management’s Realty Income O Stock Holding History

LongView Wealth Management’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 		– Sell
-3,576
Closed -$222K – 236
2026
Q2 		$222K Sell
3,576
-13,362
-79% -$833K 0.06% 215
2026
Q1 		$1.08M Sell
16,938
-28,064
-62% -$1.76M 0.27% 81
2025
Q4 		$2.65M Buy
45,002
+3,335
+8% +$193K 0.64% 43
2025
Q3 		$2.53M Buy
41,667
+3,791
+10% +$221K 0.69% 41
2025
Q2 		$2.18M Buy
37,876
+1,272
+3% +$71.9K 0.66% 41
2025
Q1 		$2.12M Buy
36,604
+1,416
+4% +$78.4K 0.64% 38
2024
Q4 		$1.88M Buy
35,188
+9,878
+39% +$575K 0.57% 41
2024
Q3 		$1.61M Buy
25,310
+4,099
+19% +$244K 0.51% 46
2024
Q2 		$1.12M Buy
21,211
+4,741
+29% +$253K 0.41% 55
2024
Q1 		$891K Buy
16,470
+354
+2% +$19.2K 0.35% 60
2023
Q4 		$956K Buy
+16,116
New +$846K 0.43% 53

Other funds holding O

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

LongView Wealth Management's O Position: Q3 2026 in Review

LongView Wealth Management sold out of Realty Income (O) in Q3 2026, closing a stake of 3,576 shares — an estimated $222K sold.

LongView Wealth Management first reported a position in O in Q4 2023 and held it in 11 quarters. The position peaked at $2.65M in Q4 2025. 375 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • LongView Wealth Management reported no remaining Realty Income position as of Q3 2026 after selling out during the quarter.
  • LongView Wealth Management sold 3,576 Realty Income shares in Q3 2026, an estimated $222K.
  • LongView Wealth Management first reported a position in Realty Income in Q4 2023 and held it in 11 quarters.
  • LongView Wealth Management's Realty Income position peaked at $2.65M in Q4 2025.
  • 375 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.