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Schaper Benz & Wise Investment Counsel’s Realty Income O Stock Holding History

Schaper Benz & Wise 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 		$1.64M Buy
26,549
+80
+0.3% +$4.99K 0.11% 98
2026
Q1 		$1.62M Sell
26,469
-874
-3% -$54.7K 0.12% 97
2025
Q4 		$1.54M Buy
27,343
+3,147
+13% +$182K 0.11% 98
2025
Q3 		$1.47M Buy
24,196
+216
+0.9% +$12.6K 0.11% 97
2025
Q2 		$1.38M Buy
23,980
+575
+2% +$32.5K 0.11% 97
2025
Q1 		$1.36M Buy
23,405
+753
+3% +$41.7K 0.11% 96
2024
Q4 		$1.21M Buy
22,652
+2,232
+11% +$130K 0.1% 97
2024
Q3 		$1.3M Sell
20,420
-373
-2% -$22.2K 0.1% 94
2024
Q2 		$1.1M Buy
20,793
+812
+4% +$43.4K 0.1% 93
2024
Q1 		$1.08M Buy
19,981
+3,311
+20% +$179K 0.09% 94
2023
Q4 		$957K Buy
16,670
+225
+1% +$11.8K 0.09% 92
2023
Q3 		$821K Buy
16,445
+2,460
+18% +$141K 0.08% 97
2023
Q2 		$836K Buy
13,985
+450
+3% +$27.5K 0.08% 95
2023
Q1 		$857K Sell
13,535
-125
-0.9% -$8.1K 0.09% 94
2022
Q4 		$866K Buy
13,660
+1,100
+9% +$68.3K 0.09% 93
2022
Q3 		$731K Sell
12,560
-228
-2% -$15.7K 0.08% 94
2022
Q2 		$873K Buy
12,788
+1,303
+11% +$89.5K 0.09% 99
2022
Q1 		$796K Buy
11,485
+1,260
+12% +$85.7K 0.07% 104
2021
Q4 		$732K Sell
10,225
-368
-3% -$25.3K 0.06% 105
2021
Q3 		$666K Buy
10,593
+562
+6% +$37.9K 0.06% 97
2021
Q2 		$649K Buy
10,031
+1,081
+12% +$71K 0.06% 96
2021
Q1 		$551K Buy
8,950
+4,216
+89% +$250K 0.05% 96
2020
Q4 		$285K Buy
4,734
+885
+23% +$52.3K 0.03% 110
2020
Q3 		$227K Hold
3,849
– – 0.03% 108
2020
Q2 		$222K Buy
+3,849
New +$205K 0.03% 107

Other funds holding O

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Truist Financial
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)
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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel's O Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel increased its Realty Income (O) stake by 0.3% in Q2 2026, buying an estimated $4.99K and bringing the position to 26,549 shares worth $1.64M. The position accounts for 0.11% of the portfolio, ranked #98.

Schaper Benz & Wise Investment Counsel first reported a position in O in Q2 2020 and has held it in 25 quarters since. 521 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Schaper Benz & Wise Investment Counsel held 26,549 shares of Realty Income worth $1.64M as of Q2 2026.
  • Schaper Benz & Wise Investment Counsel bought 80 Realty Income shares in Q2 2026, an estimated $4.99K.
  • Realty Income made up 0.11% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #98 holding.
  • Schaper Benz & Wise Investment Counsel first reported a position in Realty Income in Q2 2020 and has held it in 25 quarters since.
  • 521 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.