Sigma Planning Corp’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 | $3.92M | Buy |
63,195
+2,738
| +5% | +$171K | 0.1% | 210 |
|
|
2026
Q1 | $3.7M | Sell |
60,457
-3,585
| -6% | -$224K | 0.1% | 210 |
|
|
2025
Q4 | $3.61M | Buy |
64,042
+3,674
| +6% | +$213K | 0.1% | 215 |
|
|
2025
Q3 | $3.67M | Sell |
60,368
-9
| -0% | -$524 | 0.1% | 204 |
|
|
2025
Q2 | $3.48M | Sell |
60,377
-521
| -0.9% | -$29.5K | 0.1% | 200 |
|
|
2025
Q1 | $3.53M | Buy |
60,898
+14,630
| +32% | +$810K | 0.11% | 190 |
|
|
2024
Q4 | $2.47M | Buy |
46,268
+6,051
| +15% | +$352K | 0.08% | 245 |
|
|
2024
Q3 | $2.55M | Buy |
40,217
+4,797
| +14% | +$285K | 0.08% | 239 |
|
|
2024
Q2 | $1.87M | Buy |
35,420
+902
| +3% | +$48.2K | 0.06% | 311 |
|
|
2024
Q1 | $1.87M | Buy |
34,518
+18,218
| +112% | +$986K | 0.06% | 331 |
|
|
2023
Q4 | $936K | Sell |
16,300
-34,182
| -68% | -$1.79M | 0.07% | 283 |
|
|
2023
Q3 | $2.52M | Buy |
50,482
+2,703
| +6% | +$155K | 0.09% | 227 |
|
|
2023
Q2 | $2.86M | Sell |
47,779
-1,674
| -3% | -$102K | 0.1% | 217 |
|
|
2023
Q1 | $3.13M | Buy |
49,453
+11,236
| +29% | +$728K | 0.1% | 201 |
|
|
2022
Q4 | $2.42M | Buy |
38,217
+3,562
| +10% | +$221K | 0.09% | 238 |
|
|
2022
Q3 | $2.02M | Buy |
34,655
+3,000
| +9% | +$207K | 0.08% | 255 |
|
|
2022
Q2 | $2.16M | Sell |
31,655
-15,008
| -32% | -$1.03M | 0.08% | 256 |
|
|
2022
Q1 | $3.23M | Buy |
46,663
+689
| +1% | +$46.8K | 0.1% | 207 |
|
|
2021
Q4 | $3.29M | Buy |
45,974
+2,315
| +5% | +$159K | 0.09% | 226 |
|
|
2021
Q3 | $2.74M | Buy |
43,659
+411
| +1% | +$27.7K | 0.08% | 254 |
|
|
2021
Q2 | $2.8M | Buy |
43,248
+2,877
| +7% | +$189K | 0.08% | 254 |
|
|
2021
Q1 | $2.48M | Buy |
40,371
+1,286
| +3% | +$76.2K | 0.08% | 268 |
|
|
2020
Q4 | $2.35M | Buy |
39,085
+5,176
| +15% | +$306K | 0.08% | 254 |
|
|
2020
Q3 | $2M | Sell |
33,909
-2,126
| -6% | -$126K | 0.08% | 247 |
|
|
2020
Q2 | $2.08M | Sell |
36,035
-589
| -2% | -$31.4K | 0.09% | 230 |
|
|
2020
Q1 | $1.77M | Sell |
36,624
-8,745
| -19% | -$609K | 0.11% | 196 |
|
|
2019
Q4 | $3.24M | Buy |
45,369
+6,591
| +17% | +$491K | 0.14% | 162 |
|
|
2019
Q3 | $2.88M | Buy |
38,778
+1,590
| +4% | +$112K | 0.14% | 168 |
|
|
2019
Q2 | $2.48M | Buy |
37,188
+1,502
| +4% | +$103K | 0.13% | 180 |
|
|
2019
Q1 | $2.54M | Buy |
35,686
+1,332
| +4% | +$88.3K | 0.14% | 162 |
|
|
2018
Q4 | $2.1M | Buy |
34,354
+1,537
| +5% | +$91.8K | 0.15% | 147 |
|
|
2018
Q3 | $1.81M | Buy |
32,817
+330
| +1% | +$18.2K | 0.11% | 199 |
|
|
2018
Q2 | $1.69M | Sell |
32,487
-1,381
| -4% | -$70K | 0.11% | 195 |
|
|
2018
Q1 | $1.7M | Sell |
33,868
-9,443
| -22% | -$471K | 0.12% | 184 |
|
|
2017
Q4 | $2.39M | Sell |
43,311
-3,814
| -8% | -$207K | 0.18% | 143 |
|
|
2017
Q3 | $2.61M | Buy |
47,125
+958
| +2% | +$53.2K | 0.22% | 111 |
|
|
2017
Q2 | $2.47M | Buy |
46,167
+3,206
| +7% | +$177K | 0.23% | 107 |
|
|
2017
Q1 | $2.48M | Buy |
42,961
+5,801
| +16% | +$336K | 0.24% | 98 |
|
|
2016
Q4 | $2.07M | Buy |
37,160
+2,891
| +8% | +$162K | 0.23% | 105 |
|
|
2016
Q3 | $2.22M | Sell |
34,269
-2,581
| -7% | -$170K | 0.26% | 89 |
|
|
2016
Q2 | $2.48M | Buy |
36,850
+538
| +1% | +$32.6K | 0.32% | 69 |
|
|
2016
Q1 | $2.2M | Buy |
36,312
+1,505
| +4% | +$83.8K | 0.3% | 73 |
|
|
2015
Q4 | $1.74M | Buy |
34,807
+2,513
| +8% | +$120K | 0.24% | 92 |
|
|
2015
Q3 | $1.48M | Buy |
32,294
+206
| +0.6% | +$9.3K | 0.24% | 99 |
|
|
2015
Q2 | $1.38M | Sell |
32,088
-66
| -0.2% | -$3.02K | 0.19% | 138 |
|
|
2015
Q1 | $1.61M | Buy |
32,154
+5,091
| +19% | +$255K | 0.21% | 119 |
|
|
2014
Q4 | $1.25M | Buy |
+27,063
| New | +$1.2M | 0.17% | 148 |
|
Other funds holding O
CIM
Sigma Planning Corp's O Position: Q2 2026 in Review
Sigma Planning Corp increased its Realty Income (O) stake by 4.5% in Q2 2026, buying an estimated $171K and bringing the position to 63,195 shares worth $3.92M. The position accounts for 0.1% of the portfolio, ranked #210.
Sigma Planning Corp first reported a position in O in Q4 2014 and has held it in 47 quarters since. 881 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Sigma Planning Corp held 63,195 shares of Realty Income worth $3.92M as of Q2 2026.
- Sigma Planning Corp bought 2,738 Realty Income shares in Q2 2026, an estimated $171K.
- Realty Income made up 0.1% of Sigma Planning Corp's portfolio in Q2 2026, its #210 holding.
- Sigma Planning Corp first reported a position in Realty Income in Q4 2014 and has held it in 47 quarters since.
- 881 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.