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 Q3	$433K	Buy	7,969 +130	+2%	+$8.02K	0.17%	99
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Seamount Financial Group's O Position: Q3 2026 in Review

Seamount Financial Group increased its Realty Income (O) stake by 1.7% in Q3 2026, buying an estimated $8.02K and bringing the position to 7,969 shares worth $433K. The position accounts for 0.17% of the portfolio, ranked #99.

Seamount Financial Group first reported a position in O in Q2 2025 and has held it in 6 quarters since. The position peaked at $486K in Q2 2026. 530 funds tracked by Wall St. Rank hold O as of Q3 2026.

Seamount Financial Group held 7,969 shares of Realty Income worth $433K as of Q3 2026.
Seamount Financial Group bought 130 Realty Income shares in Q3 2026, an estimated $8.02K.
Realty Income made up 0.17% of Seamount Financial Group's portfolio in Q3 2026, its #99 holding.
Seamount Financial Group first reported a position in Realty Income in Q2 2025 and has held it in 6 quarters since.
Seamount Financial Group's Realty Income position peaked at $486K in Q2 2026.
530 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.