Loring Wolcott & Coolidge Fiduciary Advisors’s Realty Income O Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$41.3K	Hold	666	–	–	﹤0.01%	451
2026 Q1	$42.5K	Hold	666	–	–	﹤0.01%	434
2025 Q4	$40.6K	Hold	666	–	–	﹤0.01%	431
2025 Q3	$40.1K	Hold	666	–	–	﹤0.01%	439
2025 Q2	$38.4K	Hold	666	–	–	﹤0.01%	407
2025 Q1	$38.7K	Hold	666	–	–	﹤0.01%	404
2024 Q4	$37.3K	Hold	666	–	–	﹤0.01%	421
2024 Q3	$42.2K	Hold	666	–	–	﹤0.01%	401
2024 Q2	$37.5K	Hold	666	–	–	﹤0.01%	417
2024 Q1	$35.5K	Hold	666	–	–	﹤0.01%	423
2023 Q4	$36.2K	Hold	666	–	–	﹤0.01%	425
2023 Q3	$33.3K	Hold	666	–	–	﹤0.01%	449
2023 Q2	$39.8K	Hold	666	–	–	﹤0.01%	450
2023 Q1	$42.2K	Hold	666	–	–	﹤0.01%	429
2022 Q4	$42.2K	Hold	666	–	–	﹤0.01%	421
2022 Q3	$39K	Hold	666	–	–	﹤0.01%	442
2022 Q2	$45K	Hold	666	–	–	﹤0.01%	438
2022 Q1	$46K	Sell	666 -4,309	-87%	-$293K	﹤0.01%	452
2021 Q4	$356K	Buy	4,975 +4,288	+624%	+$295K	﹤0.01%	245
2021 Q3	$43K	Sell	687 -2,463	-78%	-$166K	﹤0.01%	475
2021 Q2	$204K	Buy	+3,150	New	+$207K	﹤0.01%	316
2021 Q1	–	Sell	-3,082	Closed	-$186K	–	570
2020 Q4	$186K	Hold	3,082	–	–	﹤0.01%	280
2020 Q3	$181K	Hold	3,082	–	–	﹤0.01%	269
2020 Q2	$178K	Hold	3,082	–	–	﹤0.01%	259
2020 Q1	$149K	Hold	3,082	–	–	﹤0.01%	258
2019 Q4	$220K	Hold	3,082	–	–	﹤0.01%	266
2019 Q3	$229K	Hold	3,082	–	–	﹤0.01%	251
2019 Q2	$206K	Hold	3,082	–	–	﹤0.01%	262
2019 Q1	$220K	Hold	3,082	–	–	﹤0.01%	251
2018 Q4	$188K	Sell	3,082 -464	-13%	-$27.7K	﹤0.01%	257
2018 Q3	$195K	Hold	3,546	–	–	﹤0.01%	273
2018 Q2	$185K	Hold	3,546	–	–	﹤0.01%	278
2018 Q1	$178K	Hold	3,546	–	–	﹤0.01%	291
2017 Q4	$196K	Hold	3,546	–	–	﹤0.01%	289
2017 Q3	$197K	Hold	3,546	–	–	﹤0.01%	279
2017 Q2	$196K	Hold	3,546	–	–	﹤0.01%	274
2017 Q1	$205K	Sell	3,546 -444	-11%	-$25.7K	﹤0.01%	272
2016 Q4	$222K	Hold	3,990	–	–	﹤0.01%	255
2016 Q3	$259K	Hold	3,990	–	–	0.01%	237
2016 Q2	$268K	Hold	3,990	–	–	0.01%	235
2016 Q1	$242K	Buy	3,990 +3,096	+346%	+$172K	0.01%	229
2015 Q4	$45K	Hold	894	–	–	﹤0.01%	432
2015 Q3	$38K	Hold	894	–	–	﹤0.01%	446
2015 Q2	$38K	Hold	894	–	–	﹤0.01%	446
2015 Q1	$45K	Hold	894	–	–	﹤0.01%	445
2014 Q4	$41K	Hold	894	–	–	﹤0.01%	447
2014 Q3	$35K	Hold	894	–	–	﹤0.01%	448
2014 Q2	$38K	Hold	894	–	–	﹤0.01%	462
2014 Q1	$35K	Hold	894	–	–	﹤0.01%	443
2013 Q4	$32K	Hold	894	–	–	﹤0.01%	431
2013 Q3	$34K	Hold	894	–	–	﹤0.01%	398
2013 Q2	$36K	Buy	+894	New	+$41.3K	﹤0.01%	424

Other funds holding O

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's O Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Realty Income (O) position steady in Q2 2026 at 666 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in O in Q2 2013 and has held it in 52 quarters since. The position peaked at $356K in Q4 2021. 881 funds tracked by Wall St. Rank hold O as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 666 shares of Realty Income worth $41.3K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Realty Income share count unchanged in Q2 2026.
Realty Income made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #451 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Realty Income in Q2 2013 and has held it in 52 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Realty Income position peaked at $356K in Q4 2021.
881 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.