POM Investment Strategies’s Realty Income O Stock Holding History

POM Investment Strategies’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	–	Sell	-32	Closed	-$1.96K	–	425
2026 Q1	$1.96K	Buy	+32	New	+$2K	﹤0.01%	357
2025 Q2	–	Sell	-298	Closed	-$17.3K	–	201
2025 Q1	$17.3K	Buy	298 +225	+308%	+$12.5K	0.02%	83
2024 Q4	$3.9K	Buy	73 +1	+1%	+$58	﹤0.01%	237
2024 Q3	$4.57K	Buy	72 +1	+1%	+$60	﹤0.01%	177
2024 Q2	$3.76K	Buy	71 +1	+1%	+$53	﹤0.01%	240
2024 Q1	$3.79K	Buy	70 +1	+1%	+$54	﹤0.01%	149
2023 Q4	$3.97K	Buy	+69	New	+$3.62K	﹤0.01%	138

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

POM Investment Strategies's O Position: Q2 2026 in Review

POM Investment Strategies sold out of Realty Income (O) in Q2 2026, closing a stake of 32 shares — an estimated $1.96K sold.

POM Investment Strategies first reported a position in O in Q4 2023 and held it in 7 quarters. The position peaked at $17.3K in Q1 2025. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

POM Investment Strategies reported no remaining Realty Income position as of Q2 2026 after selling out during the quarter.
POM Investment Strategies sold 32 Realty Income shares in Q2 2026, an estimated $1.96K.
POM Investment Strategies first reported a position in Realty Income in Q4 2023 and held it in 7 quarters.
POM Investment Strategies's Realty Income position peaked at $17.3K in Q1 2025.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.