SIC
O icon

Sage Investment Counsel’s Realty Income O Stock Holding History

Sage Investment Counsel’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 		$1.03M Buy
16,626
+14
+0.1% +$873 1.03% 31
2026
Q1 		$1.02M Buy
16,612
+10
+0.1% +$626 1.13% 30
2025
Q4 		$936K Buy
16,602
+165
+1% +$9.55K 1.03% 31
2025
Q3 		$999K Sell
16,437
-200
-1% -$11.7K 1.11% 28
2025
Q2 		$958K Sell
16,637
-50
-0.3% -$2.83K 1.11% 28
2025
Q1 		$968K Sell
16,687
-84
-0.5% -$4.65K 1.23% 22
2024
Q4 		$896K Buy
+16,771
New +$977K 1.17% 21

Other funds holding O

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Sage Investment Counsel's O Position: Q2 2026 in Review

Sage Investment Counsel increased its Realty Income (O) stake by 0.08% in Q2 2026, buying an estimated $873 and bringing the position to 16,626 shares worth $1.03M. The position accounts for 1.03% of the portfolio, ranked #31.

Sage Investment Counsel first reported a position in O in Q4 2024 and has held it in 7 quarters since. 722 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Sage Investment Counsel held 16,626 shares of Realty Income worth $1.03M as of Q2 2026.
  • Sage Investment Counsel bought 14 Realty Income shares in Q2 2026, an estimated $873.
  • Realty Income made up 1.03% of Sage Investment Counsel's portfolio in Q2 2026, its #31 holding.
  • Sage Investment Counsel first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
  • 722 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.