Sit Investment Associates’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 | $6.6M | Buy |
106,575
+8,570
| +9% | +$534K | 0.13% | 181 |
|
|
2026
Q1 | $6M | Buy |
98,005
+38,789
| +66% | +$2.43M | 0.12% | 184 |
|
|
2025
Q4 | $3.34M | Sell |
59,216
-2,775
| -4% | -$161K | 0.07% | 243 |
|
|
2025
Q3 | $3.77M | Sell |
61,991
-6,099
| -9% | -$355K | 0.08% | 235 |
|
|
2025
Q2 | $3.92M | Sell |
68,090
-770
| -1% | -$43.5K | 0.08% | 225 |
|
|
2025
Q1 | $4M | Sell |
68,860
-2,725
| -4% | -$151K | 0.09% | 226 |
|
|
2024
Q4 | $3.82M | Sell |
71,585
-104,940
| -59% | -$6.11M | 0.09% | 244 |
|
|
2024
Q3 | $11.2M | Sell |
176,525
-15,500
| -8% | -$922K | 0.25% | 113 |
|
|
2024
Q2 | $10.1M | Buy |
192,025
+13,306
| +7% | +$711K | 0.23% | 127 |
|
|
2024
Q1 | $9.67M | Sell |
178,719
-19,600
| -10% | -$1.06M | 0.22% | 141 |
|
|
2023
Q4 | $11.4M | Sell |
198,319
-14,372
| -7% | -$754K | 0.28% | 107 |
|
|
2023
Q3 | $10.6M | Buy |
212,691
+15,920
| +8% | +$915K | 0.29% | 109 |
|
|
2023
Q2 | $11.8M | Buy |
196,771
+8,980
| +5% | +$548K | 0.31% | 98 |
|
|
2023
Q1 | $11.9M | Buy |
187,791
+13,390
| +8% | +$868K | 0.32% | 92 |
|
|
2022
Q4 | $11.1M | Sell |
174,401
-22,875
| -12% | -$1.42M | 0.31% | 98 |
|
|
2022
Q3 | $11.5M | Buy |
197,276
+8,625
| +5% | +$595K | 0.34% | 83 |
|
|
2022
Q2 | $12.9M | Sell |
188,651
-3,105
| -2% | -$213K | 0.39% | 75 |
|
|
2022
Q1 | $13.3M | Buy |
191,756
+19,375
| +11% | +$1.32M | 0.36% | 86 |
|
|
2021
Q4 | $12.3M | Sell |
172,381
-21,017
| -11% | -$1.45M | 0.29% | 103 |
|
|
2021
Q3 | $12.2M | Buy |
193,398
+8,277
| +4% | +$559K | 0.31% | 92 |
|
|
2021
Q2 | $12M | Buy |
185,121
+43,984
| +31% | +$2.89M | 0.3% | 99 |
|
|
2021
Q1 | $8.68M | Sell |
141,137
-25,454
| -15% | -$1.51M | 0.23% | 133 |
|
|
2020
Q4 | $10M | Buy |
166,591
+11,043
| +7% | +$653K | 0.27% | 109 |
|
|
2020
Q3 | $9.16M | Buy |
155,548
+21,543
| +16% | +$1.27M | 0.27% | 111 |
|
|
2020
Q2 | $7.73M | Buy |
134,005
+91,022
| +212% | +$4.85M | 0.24% | 123 |
|
|
2020
Q1 | $2.08M | Buy |
42,983
+42,235
| +5,646% | +$2.94M | 0.08% | 258 |
|
|
2019
Q4 | $53K | Buy |
+748
| New | +$55.7K | ﹤0.01% | 498 |
|
|
2016
Q4 | – | Sell |
-234,754
| Closed | -$15.2M | – | 515 |
|
|
2016
Q3 | $15.2M | Sell |
234,754
-21,956
| -9% | -$1.45M | 0.4% | 91 |
|
|
2016
Q2 | $17.3M | Sell |
256,710
-259,909
| -50% | -$15.8M | 0.46% | 79 |
|
|
2016
Q1 | $31.3M | Buy |
516,619
+5,521
| +1% | +$307K | 0.57% | 71 |
|
|
2015
Q4 | $25.6M | Buy |
+511,098
| New | +$24.4M | 0.48% | 80 |
|
Other funds holding O
Sit Investment Associates's O Position: Q2 2026 in Review
Sit Investment Associates increased its Realty Income (O) stake by 8.7% in Q2 2026, buying an estimated $534K and bringing the position to 106,575 shares worth $6.6M. The position accounts for 0.13% of the portfolio, ranked #181.
Sit Investment Associates first reported a position in O in Q4 2015 and has held it in 31 quarters since. The position peaked at $31.3M in Q1 2016. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Sit Investment Associates held 106,575 shares of Realty Income worth $6.6M as of Q2 2026.
- Sit Investment Associates bought 8,570 Realty Income shares in Q2 2026, an estimated $534K.
- Realty Income made up 0.13% of Sit Investment Associates's portfolio in Q2 2026, its #181 holding.
- Sit Investment Associates first reported a position in Realty Income in Q4 2015 and has held it in 31 quarters since.
- Sit Investment Associates's Realty Income position peaked at $31.3M in Q1 2016.
- 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.