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 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

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

LongView Wealth Management's O Position: Q2 2026 in Review

LongView Wealth Management reduced its Realty Income (O) stake by 79% in Q2 2026, selling an estimated $833K and leaving 3,576 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #215.

LongView Wealth Management first reported a position in O in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.65M in Q4 2025. 213 funds tracked by Wall St. Rank hold O as of Q2 2026.

LongView Wealth Management held 3,576 shares of Realty Income worth $222K as of Q2 2026.
LongView Wealth Management sold 13,362 Realty Income shares in Q2 2026, an estimated $833K.
Realty Income made up 0.06% of LongView Wealth Management's portfolio in Q2 2026, its #215 holding.
LongView Wealth Management first reported a position in Realty Income in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Realty Income position peaked at $2.65M in Q4 2025.
213 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.