Sagewood Asset Management’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$349K Buy
5,625
+1,094
+24% +$68.2K 0.08% 269
2026
Q1
$277K Buy
+4,531
New +$284K 0.09% 241

Other funds holding O

Sagewood Asset Management's O Position: Q2 2026 in Review

Sagewood Asset Management increased its Realty Income (O) stake by 24% in Q2 2026, buying an estimated $68.2K and bringing the position to 5,625 shares worth $349K. The position accounts for 0.08% of the portfolio, ranked #269.

Sagewood Asset Management first reported a position in O in Q1 2026 and has held it in 2 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Sagewood Asset Management held 5,625 shares of Realty Income worth $349K as of Q2 2026.
  • Sagewood Asset Management bought 1,094 Realty Income shares in Q2 2026, an estimated $68.2K.
  • Realty Income made up 0.08% of Sagewood Asset Management's portfolio in Q2 2026, its #269 holding.
  • Sagewood Asset Management first reported a position in Realty Income in Q1 2026 and has held it in 2 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.