SN
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Sittner & Nelson’s Realty Income O Stock Holding History

Sittner & Nelson’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 		$11.3K Hold
182
– – ﹤0.01% 434
2026
Q1 		$11.1K Sell
182
-100
-35% -$6.26K ﹤0.01% 426
2025
Q4 		$17.8K Buy
282
+100
+55% +$5.79K 0.01% 356
2025
Q3 		$11.1K Hold
182
– – ﹤0.01% 368
2025
Q2 		$10.5K Hold
182
– – ﹤0.01% 377
2025
Q1 		$10.6K Hold
182
– – ﹤0.01% 365
2024
Q4 		$9.72K Buy
182
+19
+12% +$1.11K ﹤0.01% 351
2024
Q3 		$10.3K Hold
163
– – ﹤0.01% 342
2024
Q2 		$8.61K Hold
163
– – ﹤0.01% 353
2024
Q1 		$8.82K Hold
163
– – ﹤0.01% 356
2023
Q4 		$9.36K Hold
163
– – 0.01% 348
2023
Q3 		$8.14K Hold
163
– – ﹤0.01% 354
2023
Q2 		$9.75K Buy
+163
New +$9.95K 0.01% 346

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

Sittner & Nelson's O Position: Q2 2026 in Review

Sittner & Nelson held its Realty Income (O) position steady in Q2 2026 at 182 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Sittner & Nelson first reported a position in O in Q2 2023 and has held it in 13 quarters since. The position peaked at $17.8K in Q4 2025. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Sittner & Nelson held 182 shares of Realty Income worth $11.3K as of Q2 2026.
  • Sittner & Nelson left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up ﹤0.01% of Sittner & Nelson's portfolio in Q2 2026, its #434 holding.
  • Sittner & Nelson first reported a position in Realty Income in Q2 2023 and has held it in 13 quarters since.
  • Sittner & Nelson's Realty Income position peaked at $17.8K in Q4 2025.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.