Oppenheimer Asset Management’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$830K Buy
13,390
+63
+0.5% +$3.93K 0.01% 778
2026
Q1
$815K Sell
13,327
-4,781
-26% -$299K 0.01% 769
2025
Q4
$1.02M Sell
18,108
-204
-1% -$11.8K 0.01% 666
2025
Q3
$1.11M Sell
18,312
-10,533
-37% -$614K 0.01% 722
2025
Q2
$1.66M Sell
28,845
-1,370
-5% -$77.5K 0.02% 611
2025
Q1
$1.75M Sell
30,215
-7,239
-19% -$401K 0.02% 557
2024
Q4
$2M Sell
37,454
-9,618
-20% -$560K 0.02% 531
2024
Q3
$2.99M Sell
47,072
-4,468
-9% -$266K 0.04% 443
2024
Q2
$2.72M Sell
51,540
-15,769
-23% -$842K 0.03% 448
2024
Q1
$3.64M Sell
67,309
-74,502
-53% -$4.03M 0.05% 345
2023
Q4
$8.14M Buy
141,811
+68,365
+93% +$3.59M 0.11% 217
2023
Q3
$3.67M Sell
73,446
-4,132
-5% -$238K 0.06% 342
2023
Q2
$4.64M Buy
77,578
+745
+1% +$45.5K 0.07% 298
2023
Q1
$4.87M Buy
76,833
+9,783
+15% +$634K 0.07% 279
2022
Q4
$4.25M Buy
67,050
+4,330
+7% +$269K 0.07% 301
2022
Q3
$3.65M Buy
62,720
+1,271
+2% +$87.6K 0.06% 307
2022
Q2
$4.19M Buy
61,449
+3,535
+6% +$243K 0.07% 289
2022
Q1
$4.01M Buy
57,914
+8,487
+17% +$577K 0.06% 343
2021
Q4
$3.54M Buy
49,427
+21,405
+76% +$1.47M 0.05% 385
2021
Q3
$1.76M Buy
28,022
+3,707
+15% +$250K 0.03% 573
2021
Q2
$1.57M Buy
24,315
+6,350
+35% +$417K 0.02% 605
2021
Q1
$1.1M Buy
17,965
+4,157
+30% +$246K 0.02% 694
2020
Q4
$832K Sell
13,808
-199
-1% -$11.8K 0.01% 736
2020
Q3
$825K Sell
14,007
-237
-2% -$14K 0.02% 678
2020
Q2
$822K Sell
14,244
-3,278
-19% -$175K 0.02% 653
2020
Q1
$847K Sell
17,522
-7,761
-31% -$540K 0.02% 604
2019
Q4
$1.8M Sell
25,283
-8,130
-24% -$606K 0.04% 445
2019
Q3
$2.48M Buy
33,413
+15,465
+86% +$1.08M 0.06% 351
2019
Q2
$1.2M Sell
17,948
-4,397
-20% -$300K 0.03% 563
2019
Q1
$1.59M Sell
22,345
-4,183
-16% -$277K 0.04% 460
2018
Q4
$1.62M Buy
26,528
+10,495
+65% +$627K 0.04% 414
2018
Q3
$884K Sell
16,033
-1,086
-6% -$59.8K 0.02% 649
2018
Q2
$893K Sell
17,119
-11,697
-41% -$593K 0.02% 626
2018
Q1
$1.44M Buy
28,816
+13,711
+91% +$683K 0.04% 478
2017
Q4
$837K Hold
15,105
0.02% 645
2017
Q3
$837K Buy
15,105
+352
+2% +$19.6K 0.02% 648
2017
Q2
$789K Buy
14,753
+569
+4% +$31.5K 0.02% 658
2017
Q1
$819K Buy
+14,184
New +$821K 0.02% 639

Other funds holding O

Oppenheimer Asset Management's O Position: Q2 2026 in Review

Oppenheimer Asset Management increased its Realty Income (O) stake by 0.47% in Q2 2026, buying an estimated $3.93K and bringing the position to 13,390 shares worth $830K. The position accounts for 0.01% of the portfolio, ranked #778.

Oppenheimer Asset Management first reported a position in O in Q1 2017 and has held it in 38 quarters since. The position peaked at $8.14M in Q4 2023. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Oppenheimer Asset Management held 13,390 shares of Realty Income worth $830K as of Q2 2026.
  • Oppenheimer Asset Management bought 63 Realty Income shares in Q2 2026, an estimated $3.93K.
  • Realty Income made up 0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #778 holding.
  • Oppenheimer Asset Management first reported a position in Realty Income in Q1 2017 and has held it in 38 quarters since.
  • Oppenheimer Asset Management's Realty Income position peaked at $8.14M in Q4 2023.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.