RBC
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Roble Belko & Company’s Realty Income O Stock Holding History

Roble Belko & Company’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 		$17K Buy
268
+4
+2% +$249 ﹤0.01% 283
2026
Q1 		$16K Buy
264
+3
+1% +$188 ﹤0.01% 277
2025
Q4 		$15K Buy
261
+53
+25% +$3.07K ﹤0.01% 285
2025
Q3 		$13K Buy
208
+9
+5% +$524 ﹤0.01% 260
2025
Q2 		$11K Sell
199
-17
-8% -$961 ﹤0.01% 265
2025
Q1 		$13K Buy
216
+27
+14% +$1.5K ﹤0.01% 243
2024
Q4 		$10K Buy
189
+5
+3% +$291 ﹤0.01% 247
2024
Q3 		$12K Buy
184
+53
+40% +$3.15K ﹤0.01% 228
2024
Q2 		$7K Buy
+131
New +$7K ﹤0.01% 254

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

Roble Belko & Company's O Position: Q2 2026 in Review

Roble Belko & Company increased its Realty Income (O) stake by 1.5% in Q2 2026, buying an estimated $249 and bringing the position to 268 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Roble Belko & Company first reported a position in O in Q2 2024 and has held it in 9 quarters since. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Roble Belko & Company held 268 shares of Realty Income worth $17K as of Q2 2026.
  • Roble Belko & Company bought 4 Realty Income shares in Q2 2026, an estimated $249.
  • Realty Income made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #283 holding.
  • Roble Belko & Company first reported a position in Realty Income in Q2 2024 and has held it in 9 quarters since.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.