SFG
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Seamount Financial Group’s Realty Income O Stock Holding History

Seamount Financial Group’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 		$486K Buy
7,839
+200
+3% +$12.5K 0.2% 95
2026
Q1 		$467K Hold
7,639
– – 0.21% 93
2025
Q4 		$431K Buy
7,639
+377
+5% +$21.8K 0.2% 94
2025
Q3 		$441K Buy
7,262
+663
+10% +$38.6K 0.21% 91
2025
Q2 		$380K Buy
+6,599
New +$373K 0.2% 93

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
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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
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

Seamount Financial Group's O Position: Q2 2026 in Review

Seamount Financial Group increased its Realty Income (O) stake by 2.6% in Q2 2026, buying an estimated $12.5K and bringing the position to 7,839 shares worth $486K. The position accounts for 0.2% of the portfolio, ranked #95.

Seamount Financial Group first reported a position in O in Q2 2025 and has held it in 5 quarters since. 419 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Seamount Financial Group held 7,839 shares of Realty Income worth $486K as of Q2 2026.
  • Seamount Financial Group bought 200 Realty Income shares in Q2 2026, an estimated $12.5K.
  • Realty Income made up 0.2% of Seamount Financial Group's portfolio in Q2 2026, its #95 holding.
  • Seamount Financial Group first reported a position in Realty Income in Q2 2025 and has held it in 5 quarters since.
  • 419 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.