Ogorek Anthony Joseph’s Realty Income O Stock Holding History

Ogorek Anthony Joseph’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	$36K	Buy	581 +92	+19%	+$5.74K	0.01%	219
2026 Q1	$29K	Hold	489	–	–	0.01%	228
2025 Q4	$27K	Sell	489 -135	-22%	-$7.82K	0.01%	230
2025 Q3	$37K	Buy	624 +177	+40%	+$10.3K	0.01%	194
2025 Q2	$25K	Sell	447 -353	-44%	-$20K	0.01%	247
2025 Q1	$46K	Buy	+800	New	+$44.3K	0.02%	161
2021 Q1	–	Sell	-516	Closed	-$31K	–	205
2020 Q4	$31K	Buy	+516	New	+$30.5K	0.02%	71
2018 Q1	–	Sell	-190	Closed	-$10K	–	142
2017 Q4	$10K	Buy	+190	New	+$10.3K	0.01%	80

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ogorek Anthony Joseph's O Position: Q2 2026 in Review

Ogorek Anthony Joseph increased its Realty Income (O) stake by 19% in Q2 2026, buying an estimated $5.74K and bringing the position to 581 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #219.

Ogorek Anthony Joseph first reported a position in O in Q4 2017 and has held it in 8 quarters since. The position peaked at $46K in Q1 2025. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Ogorek Anthony Joseph held 581 shares of Realty Income worth $36K as of Q2 2026.
Ogorek Anthony Joseph bought 92 Realty Income shares in Q2 2026, an estimated $5.74K.
Realty Income made up 0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #219 holding.
Ogorek Anthony Joseph first reported a position in Realty Income in Q4 2017 and has held it in 8 quarters since.
Ogorek Anthony Joseph's Realty Income position peaked at $46K in Q1 2025.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.