NJIM
O icon

Nabity-Jensen Investment Management’s Realty Income O Stock Holding History

Nabity-Jensen Investment 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 		– Sell
-4,280
Closed -$262K – 72
2026
Q1 		$262K Buy
4,280
+61
+1% +$3.82K 0.18% 66
2025
Q4 		$238K Buy
4,219
+143
+4% +$8.28K 0.16% 66
2025
Q3 		$248K Buy
4,076
+70
+2% +$4.08K 0.17% 64
2025
Q2 		$231K Buy
+4,006
New +$227K 0.17% 65

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Nabity-Jensen Investment Management's O Position: Q2 2026 in Review

Nabity-Jensen Investment Management sold out of Realty Income (O) in Q2 2026, closing a stake of 4,280 shares — an estimated $262K sold.

Nabity-Jensen Investment Management first reported a position in O in Q2 2025 and held it in 4 quarters. The position peaked at $262K in Q1 2026. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Nabity-Jensen Investment Management reported no remaining Realty Income position as of Q2 2026 after selling out during the quarter.
  • Nabity-Jensen Investment Management sold 4,280 Realty Income shares in Q2 2026, an estimated $262K.
  • Nabity-Jensen Investment Management first reported a position in Realty Income in Q2 2025 and held it in 4 quarters.
  • Nabity-Jensen Investment Management's Realty Income position peaked at $262K in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.