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 Q2	$4.91M	Sell	79,283 -27,600	-26%	-$1.72M	0.81%	48
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

SKBA Capital Management's O Position: Q2 2026 in Review

SKBA Capital Management reduced its Realty Income (O) stake by 26% in Q2 2026, selling an estimated $1.72M and leaving 79,283 shares worth $4.91M. The position accounts for 0.81% of the portfolio, ranked #48.

SKBA Capital Management first reported a position in O in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.2M in Q4 2021. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

SKBA Capital Management held 79,283 shares of Realty Income worth $4.91M as of Q2 2026.
SKBA Capital Management sold 27,600 Realty Income shares in Q2 2026, an estimated $1.72M.
Realty Income made up 0.81% of SKBA Capital Management's portfolio in Q2 2026, its #48 holding.
SKBA Capital Management first reported a position in Realty Income in Q4 2021 and has held it in 19 quarters since.
SKBA Capital Management's Realty Income position peaked at $11.2M in Q4 2021.
1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on SKBA Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.