SCM
O icon

SKBA Capital Management’s Realty Income O Stock Holding History

SKBA Capital Management’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
Q1 		$6.54M Sell
106,883
-6,006
-5% -$376K 0.9% 49
2025
Q4 		$6.36M Sell
112,889
-8,122
-7% -$470K 0.9% 50
2025
Q3 		$7.36M Sell
121,011
-695
-0.6% -$40.5K 1.02% 46
2025
Q2 		$7.01M Sell
121,706
-320
-0.3% -$18.1K 1.01% 49
2025
Q1 		$7.08M Sell
122,026
-32,061
-21% -$1.77M 1.05% 48
2024
Q4 		$8.23M Sell
154,087
-6,235
-4% -$363K 1.3% 43
2024
Q3 		$10.2M Hold
160,322
– – 1.51% 33
2024
Q2 		$8.47M Sell
160,322
-500
-0.3% -$26.7K 1.36% 38
2024
Q1 		$8.7M Sell
160,822
-810
-0.5% -$43.9K 1.36% 40
2023
Q4 		$9.28M Sell
161,632
-1,746
-1% -$91.7K 1.56% 34
2023
Q3 		$8.16M Sell
163,378
-663
-0.4% -$38.1K 1.51% 36
2023
Q2 		$9.81M Sell
164,041
-551
-0.3% -$33.6K 1.77% 27
2023
Q1 		$10.4M Hold
164,592
– – 1.94% 19
2022
Q4 		$10.4M Buy
164,592
+24,900
+18% +$1.55M 1.93% 24
2022
Q3 		$8.13M Sell
139,692
-16,927
-11% -$1.17M 1.72% 29
2022
Q2 		$10.7M Sell
156,619
-300
-0.2% -$20.6K 2.14% 16
2022
Q1 		$10.9M Hold
156,919
– – 1.96% 22
2021
Q4 		$11.2M Buy
+156,919
New +$10.8M 2.12% 20

Other funds holding O

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SKBA Capital Management's O Position: Q1 2026 in Review

SKBA Capital Management reduced its Realty Income (O) stake by 5.3% in Q1 2026, selling an estimated $376K and leaving 106,883 shares worth $6.54M. The position accounts for 0.9% of the portfolio, ranked #49.

SKBA Capital Management first reported a position in O in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.2M in Q4 2021. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • SKBA Capital Management held 106,883 shares of Realty Income worth $6.54M as of Q1 2026.
  • SKBA Capital Management sold 6,006 Realty Income shares in Q1 2026, an estimated $376K.
  • Realty Income made up 0.9% of SKBA Capital Management's portfolio in Q1 2026, its #49 holding.
  • SKBA Capital Management first reported a position in Realty Income in Q4 2021 and has held it in 18 quarters since.
  • SKBA Capital Management's Realty Income position peaked at $11.2M in Q4 2021.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on SKBA Capital Management's 13F filing for Q1 2026, filed 13 May 2026.