PMSA
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Patrick M. Sweeney & Associates’s Realty Income O Stock Holding History

Patrick M. Sweeney & Associates’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 		$236K Buy
3,808
+4
+0.1% +$249 0.14% 160
2026
Q1 		$233K Buy
3,804
+3
+0.1% +$188 0.15% 150
2025
Q4 		$214K Buy
3,801
+164
+5% +$9.49K 0.13% 154
2025
Q3 		$221K Buy
3,637
+119
+3% +$6.93K 0.14% 150
2025
Q2 		$203K Buy
+3,518
New +$199K 0.14% 154
2024
Q4 		– Sell
-3,348
Closed -$212K – 152
2024
Q3 		$212K Buy
+3,348
New +$199K 0.16% 144

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

Patrick M. Sweeney & Associates's O Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Realty Income (O) stake by 0.11% in Q2 2026, buying an estimated $249 and bringing the position to 3,808 shares worth $236K. The position accounts for 0.14% of the portfolio, ranked #160.

Patrick M. Sweeney & Associates first reported a position in O in Q3 2024 and has held it in 6 quarters since. 1,460 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Patrick M. Sweeney & Associates held 3,808 shares of Realty Income worth $236K as of Q2 2026.
  • Patrick M. Sweeney & Associates bought 4 Realty Income shares in Q2 2026, an estimated $249.
  • Realty Income made up 0.14% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #160 holding.
  • Patrick M. Sweeney & Associates first reported a position in Realty Income in Q3 2024 and has held it in 6 quarters since.
  • 1,460 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.