SI
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Severin Investments’s Realty Income O Stock Holding History

Severin Investments’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 		$380K Buy
6,129
+535
+10% +$33.4K 0.29% 131
2026
Q1 		$342K Buy
5,594
+76
+1% +$4.76K 0.29% 130
2025
Q4 		$311K Sell
5,518
-429
-7% -$24.8K 0.27% 143
2025
Q3 		$361K Buy
5,947
+40
+0.7% +$2.33K 0.32% 133
2025
Q2 		$340K Sell
5,907
-6,136
-51% -$347K 0.32% 134
2025
Q1 		$699K Buy
12,043
+420
+4% +$23.2K 0.7% 36
2024
Q4 		$621K Buy
+11,623
New +$677K 0.62% 46

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Severin Investments's O Position: Q2 2026 in Review

Severin Investments increased its Realty Income (O) stake by 9.6% in Q2 2026, buying an estimated $33.4K and bringing the position to 6,129 shares worth $380K. The position accounts for 0.29% of the portfolio, ranked #131.

Severin Investments first reported a position in O in Q4 2024 and has held it in 7 quarters since. The position peaked at $699K in Q1 2025. 1,449 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Severin Investments held 6,129 shares of Realty Income worth $380K as of Q2 2026.
  • Severin Investments bought 535 Realty Income shares in Q2 2026, an estimated $33.4K.
  • Realty Income made up 0.29% of Severin Investments's portfolio in Q2 2026, its #131 holding.
  • Severin Investments first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
  • Severin Investments's Realty Income position peaked at $699K in Q1 2025.
  • 1,449 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Severin Investments's 13F filing for Q2 2026, filed 14 Aug 2026.