MCM
O icon

Monument Capital Management’s Realty Income O Stock Holding History

Monument Capital 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 		$463K Buy
7,471
+3,787
+103% +$236K 0.09% 175
2026
Q1 		$225K Buy
3,684
+7
+0.2% +$438 0.06% 198
2025
Q4 		$207K Hold
3,677
– – 0.05% 207
2025
Q3 		$224K Buy
+3,677
New +$214K 0.06% 201
2023
Q3 		– Sell
-10,042
Closed -$600K – 186
2023
Q2 		$600K Sell
10,042
-343
-3% -$20.9K 0.19% 91
2023
Q1 		$658K Sell
10,385
-7,332
-41% -$475K 0.22% 85
2022
Q4 		$1.12M Buy
17,717
+41
+0.2% +$2.55K 0.38% 72
2022
Q3 		$1.03M Buy
17,676
+1,797
+11% +$124K 0.39% 71
2022
Q2 		$1.08M Sell
15,879
-285
-2% -$19.6K 0.41% 69
2022
Q1 		$1.12M Buy
16,164
+14
+0.1% +$952 0.36% 65
2021
Q4 		$1.16M Sell
16,150
-1,638
-9% -$113K 0.36% 76
2021
Q3 		$1.12M Buy
17,788
+336
+2% +$22.7K 0.38% 71
2021
Q2 		$1.13M Buy
17,452
+3,672
+27% +$241K 0.39% 71
2021
Q1 		$848K Sell
13,780
-770
-5% -$45.6K 0.34% 70
2020
Q4 		$877K Sell
14,550
-558
-4% -$33K 0.41% 71
2020
Q3 		$889K Sell
15,108
-2,773
-16% -$164K 0.47% 69
2020
Q2 		$1.03M Buy
+17,881
New +$952K 0.61% 67

Other funds holding O

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Monument Capital Management's O Position: Q2 2026 in Review

Monument Capital Management increased its Realty Income (O) stake by 103% in Q2 2026, buying an estimated $236K and bringing the position to 7,471 shares worth $463K. The position accounts for 0.09% of the portfolio, ranked #175.

Monument Capital Management first reported a position in O in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.16M in Q4 2021. 637 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Monument Capital Management held 7,471 shares of Realty Income worth $463K as of Q2 2026.
  • Monument Capital Management bought 3,787 Realty Income shares in Q2 2026, an estimated $236K.
  • Realty Income made up 0.09% of Monument Capital Management's portfolio in Q2 2026, its #175 holding.
  • Monument Capital Management first reported a position in Realty Income in Q2 2020 and has held it in 17 quarters since.
  • Monument Capital Management's Realty Income position peaked at $1.16M in Q4 2021.
  • 637 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.