Samalin Investment Counsel’s Realty Income O Stock Holding History

Samalin 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	$850K	Sell	13,725 -3,118	-19%	-$194K	0.27%	92
2026 Q1	$1.03M	Sell	16,843 -1,095	-6%	-$68.5K	0.37%	69
2025 Q4	$1.01M	Buy	17,938 +218	+1%	+$12.6K	0.36%	72
2025 Q3	$1.08M	Buy	17,720 +754	+4%	+$43.9K	0.37%	67
2025 Q2	$977K	Sell	16,966 -921	-5%	-$52.1K	0.37%	69
2025 Q1	$1.04M	Buy	17,887 +4,132	+30%	+$229K	0.42%	59
2024 Q4	$735K	Sell	13,755 -1,976	-13%	-$115K	0.32%	92
2024 Q3	$998K	Sell	15,731 -194	-1%	-$11.5K	0.43%	57
2024 Q2	$841K	Buy	15,925 +364	+2%	+$19.4K	0.39%	66
2024 Q1	$842K	Buy	15,561 +2,790	+22%	+$151K	0.4%	66
2023 Q4	$733K	Buy	12,771 +2,993	+31%	+$157K	0.37%	78
2023 Q3	$488K	Buy	9,778 +2,665	+37%	+$153K	0.28%	107
2023 Q2	$425K	Buy	7,113 +2,150	+43%	+$131K	0.23%	128
2023 Q1	$314K	Buy	4,963 +1,430	+40%	+$92.7K	0.19%	158
2022 Q4	$224K	Buy	+3,533	New	+$219K	0.14%	203
2020 Q1	–	Sell	-1,205	Closed	-$85K	–	408
2019 Q4	$85K	Buy	+1,205	New	+$89.8K	0.07%	241

Other funds holding O

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Samalin Investment Counsel reduced its Realty Income (O) stake by 19% in Q2 2026, selling an estimated $194K and leaving 13,725 shares worth $850K. The position accounts for 0.27% of the portfolio, ranked #92.

Samalin Investment Counsel first reported a position in O in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.08M in Q3 2025. 570 funds tracked by Wall St. Rank hold O as of Q2 2026.

Samalin Investment Counsel held 13,725 shares of Realty Income worth $850K as of Q2 2026.
Samalin Investment Counsel sold 3,118 Realty Income shares in Q2 2026, an estimated $194K.
Realty Income made up 0.27% of Samalin Investment Counsel's portfolio in Q2 2026, its #92 holding.
Samalin Investment Counsel first reported a position in Realty Income in Q4 2019 and has held it in 16 quarters since.
Samalin Investment Counsel's Realty Income position peaked at $1.08M in Q3 2025.
570 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.