NECFA
O icon

New England Capital Financial Advisors’s Realty Income O Stock Holding History

New England Capital Financial Advisors’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 		$9.05K Hold
146
– – ﹤0.01% 276
2026
Q1 		$8.93K Hold
146
– – ﹤0.01% 267
2025
Q4 		$8.23K Hold
146
– – ﹤0.01% 276
2025
Q3 		$8.88K Hold
146
– – ﹤0.01% 270
2025
Q2 		$8.41K Buy
+146
New +$8.26K ﹤0.01% 264

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

New England Capital Financial Advisors's O Position: Q2 2026 in Review

New England Capital Financial Advisors held its Realty Income (O) position steady in Q2 2026 at 146 shares worth $9.05K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

New England Capital Financial Advisors first reported a position in O in Q2 2025 and has held it in 5 quarters since. 1,105 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • New England Capital Financial Advisors held 146 shares of Realty Income worth $9.05K as of Q2 2026.
  • New England Capital Financial Advisors left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #276 holding.
  • New England Capital Financial Advisors first reported a position in Realty Income in Q2 2025 and has held it in 5 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.