NC
O icon

NovaPoint Capital’s Realty Income O Stock Holding History

NovaPoint Capital’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 		$480K Buy
+7,741
New +$483K 0.1% 102
2025
Q4 		– Sell
-8,379
Closed -$509K – 119
2025
Q3 		$509K Buy
+8,379
New +$488K 0.12% 91
2025
Q2 		– Sell
-8,472
Closed -$491K – 114
2025
Q1 		$491K Sell
8,472
-635
-7% -$35.1K 0.15% 89
2024
Q4 		$486K Buy
9,107
+108
+1% +$6.29K 0.15% 88
2024
Q3 		$571K Buy
8,999
+93
+1% +$5.53K 0.18% 83
2024
Q2 		$470K Buy
8,906
+323
+4% +$17.2K 0.16% 91
2024
Q1 		$464K Sell
8,583
-1,609
-16% -$87.1K 0.16% 88
2023
Q4 		$585K Sell
10,192
-1,809
-15% -$95K 0.22% 81
2023
Q3 		$599K Buy
12,001
+1,473
+14% +$84.7K 0.24% 81
2023
Q2 		$629K Sell
10,528
-777
-7% -$47.4K 0.23% 81
2023
Q1 		$716K Sell
11,305
-249
-2% -$16.1K 0.29% 77
2022
Q4 		$733K Buy
11,554
+109
+1% +$6.77K 0.32% 70
2022
Q3 		$666K Buy
11,445
+868
+8% +$59.8K 0.3% 71
2022
Q2 		$722K Buy
10,577
+2,161
+26% +$148K 0.31% 71
2022
Q1 		$583K Sell
8,416
-31
-0.4% -$2.11K 0.21% 80
2021
Q4 		$605K Buy
8,447
+521
+7% +$35.8K 0.22% 78
2021
Q3 		$498K Buy
7,926
+501
+7% +$33.8K 0.2% 82
2021
Q2 		$480K Buy
7,425
+195
+3% +$12.8K 0.2% 80
2021
Q1 		$445K Buy
7,230
+1,063
+17% +$63K 0.21% 78
2020
Q4 		$372K Sell
6,167
-156
-2% -$9.22K 0.19% 77
2020
Q3 		$372K Sell
6,323
-24
-0.4% -$1.42K 0.24% 69
2020
Q2 		$366K Sell
6,347
-1,781
-22% -$94.8K 0.27% 63
2020
Q1 		$393K Buy
8,128
+1,241
+18% +$86.4K 0.36% 62
2019
Q4 		$491K Buy
+6,887
New +$513K 0.39% 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 $3.37T AUM 44.26% 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

NovaPoint Capital's O Position: Q2 2026 in Review

NovaPoint Capital opened a new position in Realty Income (O) in Q2 2026: 7,741 shares worth $480K. The stake represents 0.1% of the portfolio and ranks #102 among its holdings. This is a return to the name: NovaPoint Capital previously reported a position in O as recently as Q3 2025.

NovaPoint Capital first reported a position in O in Q4 2019 and has held it in 24 quarters since. The position peaked at $733K in Q4 2022. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • NovaPoint Capital held 7,741 shares of Realty Income worth $480K as of Q2 2026.
  • Realty Income was a new NovaPoint Capital position in Q2 2026.
  • Realty Income made up 0.1% of NovaPoint Capital's portfolio in Q2 2026, its #102 holding.
  • NovaPoint Capital first reported a position in Realty Income in Q4 2019 and has held it in 24 quarters since.
  • NovaPoint Capital's Realty Income position peaked at $733K in Q4 2022.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.