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 Q3	$207K	Buy	3,811 +3	+0.1%	+$185	0.12%	172
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%	+$9.5K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Patrick M. Sweeney & Associates's O Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Realty Income (O) stake by 0.08% in Q3 2026, buying an estimated $185 and bringing the position to 3,811 shares worth $207K. The position accounts for 0.12% of the portfolio, ranked #172.

Patrick M. Sweeney & Associates first reported a position in O in Q3 2024 and has held it in 7 quarters since. The position peaked at $236K in Q2 2026. 842 funds tracked by Wall St. Rank hold O as of Q3 2026.

Patrick M. Sweeney & Associates held 3,811 shares of Realty Income worth $207K as of Q3 2026.
Patrick M. Sweeney & Associates bought 3 Realty Income shares in Q3 2026, an estimated $185.
Realty Income made up 0.12% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #172 holding.
Patrick M. Sweeney & Associates first reported a position in Realty Income in Q3 2024 and has held it in 7 quarters since.
Patrick M. Sweeney & Associates's Realty Income position peaked at $236K in Q2 2026.
842 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.