McDonald Partners’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.51K Buy
+105
New +$6.55K ﹤0.01% 515
2025
Q4
Sell
-5,157
Closed -$314K 228
2025
Q3
$314K Buy
+5,157
New +$300K 0.09% 186
2022
Q1
Sell
-33
Closed -$2.37K 579
2021
Q4
$2.37K Buy
+33
New +$2.27K ﹤0.01% 325

Other funds holding O

McDonald Partners's O Position: Q2 2026 in Review

McDonald Partners opened a new position in Realty Income (O) in Q2 2026: 105 shares worth $6.51K. The stake represents ﹤0.01% of the portfolio and ranks #515 among its holdings. This is a return to the name: McDonald Partners previously reported a position in O as recently as Q3 2025.

McDonald Partners first reported a position in O in Q4 2021 and has held it in 3 quarters since. The position peaked at $314K in Q3 2025. 1,456 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • McDonald Partners held 105 shares of Realty Income worth $6.51K as of Q2 2026.
  • Realty Income was a new McDonald Partners position in Q2 2026.
  • Realty Income made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #515 holding.
  • McDonald Partners first reported a position in Realty Income in Q4 2021 and has held it in 3 quarters since.
  • McDonald Partners's Realty Income position peaked at $314K in Q3 2025.
  • 1,456 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.