Shelton Capital Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $305K | Buy |
4,926
+48
| +1% | +$2.99K | 0.01% | 537 |
|
|
2026
Q1 | $298K | Buy |
+4,878
| New | +$305K | 0.01% | 517 |
|
|
2025
Q3 | – | Sell |
-4,842
| Closed | -$279K | – | 753 |
|
|
2025
Q2 | $279K | Sell |
4,842
-91
| -2% | -$5.15K | 0.01% | 515 |
|
|
2025
Q1 | $286K | Hold |
4,933
| – | – | 0.01% | 493 |
|
|
2024
Q4 | $263K | Buy |
4,933
+1,437
| +41% | +$83.7K | 0.01% | 558 |
|
|
2024
Q3 | $222K | Buy |
+3,496
| New | +$208K | 0.01% | 670 |
|
|
2024
Q1 | – | Sell |
-3,502
| Closed | -$201K | – | 759 |
|
|
2023
Q4 | $201K | Buy |
+3,502
| New | +$184K | 0.01% | 695 |
|
|
2023
Q3 | – | Sell |
-3,502
| Closed | -$209K | – | 728 |
|
|
2023
Q2 | $209K | Sell |
3,502
-102
| -3% | -$6.22K | 0.01% | 679 |
|
|
2023
Q1 | $228K | Buy |
3,604
+108
| +3% | +$7K | 0.01% | 617 |
|
|
2022
Q4 | $222K | Sell |
3,496
-103
| -3% | -$6.4K | 0.02% | 595 |
|
|
2022
Q3 | $209K | Hold |
3,599
| – | – | 0.01% | 617 |
|
|
2022
Q2 | $246K | Hold |
3,599
| – | – | 0.01% | 565 |
|
|
2022
Q1 | $249K | Sell |
3,599
-44
| -1% | -$2.99K | 0.01% | 663 |
|
|
2021
Q4 | $261K | Buy |
+3,643
| New | +$251K | 0.01% | 637 |
|
|
2020
Q4 | – | Sell |
-80,371
| Closed | -$4.73M | – | 792 |
|
|
2020
Q3 | $4.73M | Sell |
80,371
-7,842
| -9% | -$464K | 0.2% | 114 |
|
|
2020
Q2 | $5.09M | Sell |
88,213
-5,262
| -6% | -$280K | 0.28% | 70 |
|
|
2020
Q1 | $4.52M | Sell |
93,475
-10,319
| -10% | -$719K | 0.33% | 61 |
|
|
2019
Q4 | $7.41M | Buy |
103,794
+9,185
| +10% | +$684K | 0.41% | 53 |
|
|
2019
Q3 | $7.03M | Buy |
94,609
+78,742
| +496% | +$5.52M | 0.41% | 54 |
|
|
2019
Q2 | $1.06M | Buy |
15,867
+15,366
| +3,067% | +$1.05M | 0.06% | 230 |
|
|
2019
Q1 | $6.59K | Sell |
501
-5,369
| -91% | -$356K | 0.03% | 514 |
|
|
2018
Q4 | $359K | Hold |
5,870
| – | – | 0.02% | 403 |
|
|
2018
Q3 | $324K | Sell |
5,870
-248
| -4% | -$13.7K | 0.02% | 548 |
|
|
2018
Q2 | $319K | Buy |
+6,118
| New | +$310K | 0.02% | 535 |
|
|
2017
Q3 | – | Sell |
-3,909
| Closed | -$209K | – | 860 |
|
|
2017
Q2 | $209K | Sell |
3,909
-2,506
| -39% | -$139K | 0.01% | 790 |
|
|
2017
Q1 | $370K | Sell |
6,415
-23,294
| -78% | -$1.35M | 0.03% | 481 |
|
|
2016
Q4 | $1.66M | Buy |
29,709
+12,281
| +70% | +$689K | 0.13% | 169 |
|
|
2016
Q3 | $1.13M | Buy |
17,428
+7,734
| +80% | +$511K | 0.09% | 197 |
|
|
2016
Q2 | $651K | Buy |
+9,694
| New | +$588K | 0.06% | 297 |
|
|
2015
Q2 | – | Sell |
-23,652
| Closed | -$1.18M | – | 798 |
|
|
2015
Q1 | $1.18M | Sell |
23,652
-652
| -3% | -$32.6K | 0.13% | 161 |
|
|
2014
Q4 | $1.12M | Sell |
24,304
-773
| -3% | -$34.3K | 0.13% | 155 |
|
|
2014
Q3 | $991K | Buy |
25,077
+2,809
| +13% | +$120K | 0.13% | 157 |
|
|
2014
Q2 | $958K | Hold |
22,268
| – | – | 0.13% | 154 |
|
|
2014
Q1 | $882K | Hold |
22,268
| – | – | 0.13% | 159 |
|
|
2013
Q4 | $806K | Hold |
22,268
| – | – | 0.12% | 170 |
|
|
2013
Q3 | $858K | Hold |
22,268
| – | – | 0.14% | 151 |
|
|
2013
Q2 | $905K | Buy |
+22,268
| New | +$1.03M | 0.17% | 122 |
|
Other funds holding O
Shelton Capital Management's O Position: Q2 2026 in Review
Shelton Capital Management increased its Realty Income (O) stake by 0.98% in Q2 2026, buying an estimated $2.99K and bringing the position to 4,926 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #537.
Shelton Capital Management first reported a position in O in Q2 2013 and has held it in 37 quarters since. The position peaked at $7.41M in Q4 2019. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Shelton Capital Management held 4,926 shares of Realty Income worth $305K as of Q2 2026.
- Shelton Capital Management bought 48 Realty Income shares in Q2 2026, an estimated $2.99K.
- Realty Income made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #537 holding.
- Shelton Capital Management first reported a position in Realty Income in Q2 2013 and has held it in 37 quarters since.
- Shelton Capital Management's Realty Income position peaked at $7.41M in Q4 2019.
- 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.