Sanibel Captiva Trust Company’s Realty Income O Stock Holding History

Sanibel Captiva Trust Company’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	$2.56M	Buy	41,359 +219	+0.5%	+$13.7K	0.06%	177
2026 Q1	$2.52M	Sell	41,140 -95	-0.2%	-$5.95K	0.07%	174
2025 Q4	$2.32M	Hold	41,235	–	–	0.06%	171
2025 Q3	$2.51M	Buy	41,235 +200	+0.5%	+$11.7K	0.07%	163
2025 Q2	$2.36M	Sell	41,035 -1,773	-4%	-$100K	0.07%	162
2025 Q1	$2.48M	Sell	42,808 -645	-1%	-$35.7K	0.08%	152
2024 Q4	$2.32M	Sell	43,453 -6,567	-13%	-$382K	0.07%	155
2024 Q3	$3.17M	Sell	50,020 -8,036	-14%	-$478K	0.1%	136
2024 Q2	$3.07M	Sell	58,056 -489	-0.8%	-$26.1K	0.1%	129
2024 Q1	$3.17M	Sell	58,545 -5,833	-9%	-$316K	0.11%	129
2023 Q4	$3.7M	Buy	+64,378	New	+$3.38M	0.14%	117

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sanibel Captiva Trust Company's O Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its Realty Income (O) stake by 0.53% in Q2 2026, buying an estimated $13.7K and bringing the position to 41,359 shares worth $2.56M. The position accounts for 0.06% of the portfolio, ranked #177.

Sanibel Captiva Trust Company first reported a position in O in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.7M in Q4 2023. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Sanibel Captiva Trust Company held 41,359 shares of Realty Income worth $2.56M as of Q2 2026.
Sanibel Captiva Trust Company bought 219 Realty Income shares in Q2 2026, an estimated $13.7K.
Realty Income made up 0.06% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #177 holding.
Sanibel Captiva Trust Company first reported a position in Realty Income in Q4 2023 and has held it in 11 quarters since.
Sanibel Captiva Trust Company's Realty Income position peaked at $3.7M in Q4 2023.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.