SHF
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Safe Harbor Fiduciary’s Realty Income O Stock Holding History

Safe Harbor Fiduciary’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 		$208K Buy
+3,364
New +$210K 0.16% 60
2026
Q1 		– Sell
-3,378
Closed -$190K – 144
2025
Q4 		$190K Buy
+3,378
New +$196K 0.17% 60

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

Safe Harbor Fiduciary's O Position: Q2 2026 in Review

Safe Harbor Fiduciary opened a new position in Realty Income (O) in Q2 2026: 3,364 shares worth $208K. The stake represents 0.16% of the portfolio and ranks #60 among its holdings. This is a return to the name: Safe Harbor Fiduciary previously reported a position in O as recently as Q4 2025.

Safe Harbor Fiduciary first reported a position in O in Q4 2025 and has held it in 2 quarters since. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Safe Harbor Fiduciary held 3,364 shares of Realty Income worth $208K as of Q2 2026.
  • Realty Income was a new Safe Harbor Fiduciary position in Q2 2026.
  • Realty Income made up 0.16% of Safe Harbor Fiduciary's portfolio in Q2 2026, its #60 holding.
  • Safe Harbor Fiduciary first reported a position in Realty Income in Q4 2025 and has held it in 2 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2026, filed 14 Aug 2026.