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S Harris Financial Group’s Realty Income O Stock Holding History

S Harris Financial Group’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 		$318K Sell
5,134
-805
-14% -$50.2K 0.25% 70
2026
Q1 		$363K Buy
5,939
+1,317
+28% +$82.4K 0.33% 55
2025
Q4 		$261K Buy
+4,622
New +$268K 0.25% 69

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

S Harris Financial Group's O Position: Q2 2026 in Review

S Harris Financial Group reduced its Realty Income (O) stake by 14% in Q2 2026, selling an estimated $50.2K and leaving 5,134 shares worth $318K. The position accounts for 0.25% of the portfolio, ranked #70.

S Harris Financial Group first reported a position in O in Q4 2025 and has held it in 3 quarters since. The position peaked at $363K in Q1 2026. 1,449 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • S Harris Financial Group held 5,134 shares of Realty Income worth $318K as of Q2 2026.
  • S Harris Financial Group sold 805 Realty Income shares in Q2 2026, an estimated $50.2K.
  • Realty Income made up 0.25% of S Harris Financial Group's portfolio in Q2 2026, its #70 holding.
  • S Harris Financial Group first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
  • S Harris Financial Group's Realty Income position peaked at $363K in Q1 2026.
  • 1,449 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.