Saxony Capital Management’s Realty Income O Stock Holding History

Saxony Capital Management’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	$206K	Buy	+3,320	New	+$207K	0.09%	175

Other funds holding O

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

AAIS

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

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Saxony Capital Management's O Position: Q2 2026 in Review

Saxony Capital Management opened a new position in Realty Income (O) in Q2 2026: 3,320 shares worth $206K. The stake represents 0.09% of the portfolio and ranks #175 among its holdings.

323 funds tracked by Wall St. Rank hold O as of Q2 2026.

Saxony Capital Management held 3,320 shares of Realty Income worth $206K as of Q2 2026.
Realty Income was a new Saxony Capital Management position in Q2 2026.
Realty Income made up 0.09% of Saxony Capital Management's portfolio in Q2 2026, its #175 holding.
323 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.