Measured Risk Portfolios’s Realty Income O Stock Holding History

Measured Risk Portfolios’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	$2.29M	Sell	37,008 -1,760	-5%	-$110K	2.04%	13
2026 Q1	$2.37M	Sell	38,768 -1,057	-3%	-$66.2K	2.59%	10
2025 Q4	$2.24M	Sell	39,825 -1,300	-3%	-$75.3K	2.23%	12
2025 Q3	$2.5M	Buy	41,125 +525	+1%	+$30.6K	2.33%	8
2025 Q2	$2.34M	Sell	40,600 -175	-0.4%	-$9.9K	2.26%	12
2025 Q1	$2.37M	Buy	40,775 +1,837	+5%	+$102K	2.54%	12
2024 Q4	$2.08M	Buy	+38,938	New	+$2.27M	2.17%	16

Other funds holding O

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Measured Risk Portfolios's O Position: Q2 2026 in Review

Measured Risk Portfolios reduced its Realty Income (O) stake by 4.5% in Q2 2026, selling an estimated $110K and leaving 37,008 shares worth $2.29M. The position accounts for 2.04% of the portfolio, ranked #13.

Measured Risk Portfolios first reported a position in O in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.5M in Q3 2025. 1,460 funds tracked by Wall St. Rank hold O as of Q2 2026.

Measured Risk Portfolios held 37,008 shares of Realty Income worth $2.29M as of Q2 2026.
Measured Risk Portfolios sold 1,760 Realty Income shares in Q2 2026, an estimated $110K.
Realty Income made up 2.04% of Measured Risk Portfolios's portfolio in Q2 2026, its #13 holding.
Measured Risk Portfolios first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
Measured Risk Portfolios's Realty Income position peaked at $2.5M in Q3 2025.
1,460 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Measured Risk Portfolios's 13F filing for Q2 2026, filed 12 Aug 2026.