RM Financial Services’s Realty Income O Stock Holding History

RM Financial Services’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	$217K	Hold	3,508	–	–	0.16%	73
2026 Q1	$215K	Sell	3,508 -226	-6%	-$14.1K	0.19%	73
2025 Q4	$210K	Buy	+3,734	New	+$216K	0.19%	72

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

RM Financial Services's O Position: Q2 2026 in Review

RM Financial Services held its Realty Income (O) position steady in Q2 2026 at 3,508 shares worth $217K. The position accounts for 0.16% of the portfolio, ranked #73.

RM Financial Services first reported a position in O in Q4 2025 and has held it in 3 quarters since. 1,455 funds tracked by Wall St. Rank hold O as of Q2 2026.

RM Financial Services held 3,508 shares of Realty Income worth $217K as of Q2 2026.
RM Financial Services left its Realty Income share count unchanged in Q2 2026.
Realty Income made up 0.16% of RM Financial Services's portfolio in Q2 2026, its #73 holding.
RM Financial Services first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
1,455 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on RM Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.