Nations Financial Group
O icon

Nations Financial Group’s Realty Income O Stock Holding History

Nations Financial Group’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
Q3 		$764K Buy
14,072
+368
+3% +$22.7K 0.04% 447
2026
Q2 		$849K Buy
13,704
+263
+2% +$16.4K 0.04% 420
2026
Q1 		$822K Buy
13,441
+196
+1% +$12.3K 0.04% 420
2025
Q4 		$747K Buy
13,245
+681
+5% +$39.4K 0.04% 428
2025
Q3 		$764K Buy
12,564
+88
+0.7% +$5.13K 0.05% 392
2025
Q2 		$719K Buy
12,476
+1,604
+15% +$90.7K 0.05% 374
2025
Q1 		$631K Buy
10,872
+257
+2% +$14.2K 0.05% 374
2024
Q4 		$567K Sell
10,615
-18,307
-63% -$1.07M 0.04% 405
2024
Q3 		$1.83M Buy
28,922
+9,416
+48% +$560K 0.13% 180
2024
Q2 		$1.03M Buy
19,506
+92
+0.5% +$4.91K 0.08% 253
2024
Q1 		$1.05M Sell
19,414
-337
-2% -$18.2K 0.09% 250
2023
Q4 		$1.13M Buy
19,751
+6,965
+54% +$366K 0.11% 225
2023
Q3 		$639K Buy
12,786
+2,967
+30% +$171K 0.06% 309
2023
Q2 		$587K Buy
9,819
+5,573
+131% +$340K 0.06% 350
2023
Q1 		$269K Sell
4,246
-462
-10% -$29.9K 0.03% 515
2022
Q4 		$299K Sell
4,708
-75
-2% -$4.66K 0.03% 471
2022
Q3 		$278K Buy
4,783
+51
+1% +$3.52K 0.04% 407
2022
Q2 		$323K Buy
4,732
+204
+5% +$14K 0.04% 395
2022
Q1 		$314K Sell
4,528
-434
-9% -$29.5K 0.04% 419
2021
Q4 		$355K Buy
+4,962
New +$341K 0.05% 355
2021
Q3 		– Sell
-3,199
Closed -$207K – 449
2021
Q2 		$207K Buy
+3,199
New +$210K 0.03% 388

Other funds holding O

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nations Financial Group's O Position: Q3 2026 in Review

Nations Financial Group increased its Realty Income (O) stake by 2.7% in Q3 2026, buying an estimated $22.7K and bringing the position to 14,072 shares worth $764K. The position accounts for 0.04% of the portfolio, ranked #447.

Nations Financial Group first reported a position in O in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.83M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Nations Financial Group held 14,072 shares of Realty Income worth $764K as of Q3 2026.
  • Nations Financial Group bought 368 Realty Income shares in Q3 2026, an estimated $22.7K.
  • Realty Income made up 0.04% of Nations Financial Group's portfolio in Q3 2026, its #447 holding.
  • Nations Financial Group first reported a position in Realty Income in Q2 2021 and has held it in 21 quarters since.
  • Nations Financial Group's Realty Income position peaked at $1.83M in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.