Slagle Financial’s Realty Income O Stock Holding History

Slagle Financial’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	$3.74M	Buy	60,436 +2,453	+4%	+$153K	1.12%	38
2026 Q1	$3.55M	Buy	57,983 +2,345	+4%	+$147K	1.17%	35
2025 Q4	$3.14M	Buy	55,638 +2,744	+5%	+$159K	1.1%	36
2025 Q3	$3.22M	Buy	52,894 +2,042	+4%	+$119K	1.18%	29
2025 Q2	$2.93M	Buy	50,852 +46,952	+1,204%	+$2.65M	1.18%	30
2025 Q1	$226K	Sell	3,900 -116	-3%	-$6.42K	0.1%	94
2024 Q4	$214K	Sell	4,016 -24	-0.6%	-$1.4K	0.1%	101
2024 Q3	$256K	Sell	4,040 -39	-1%	-$2.32K	0.11%	95
2024 Q2	$215K	Sell	4,079 -154	-4%	-$8.22K	0.11%	105
2024 Q1	$229K	Sell	4,233 -4,083	-49%	-$221K	0.12%	102
2023 Q4	$239K	Buy	8,316 +3,873	+87%	+$203K	0.14%	101
2023 Q3	$222K	Sell	4,443 -445	-9%	-$25.6K	0.14%	108
2023 Q2	$292K	Buy	+4,888	New	+$298K	0.18%	95

Other funds holding O

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Slagle Financial's O Position: Q2 2026 in Review

Slagle Financial increased its Realty Income (O) stake by 4.2% in Q2 2026, buying an estimated $153K and bringing the position to 60,436 shares worth $3.74M. The position accounts for 1.12% of the portfolio, ranked #38.

Slagle Financial first reported a position in O in Q2 2023 and has held it in 13 quarters since. 639 funds tracked by Wall St. Rank hold O as of Q2 2026.

Slagle Financial held 60,436 shares of Realty Income worth $3.74M as of Q2 2026.
Slagle Financial bought 2,453 Realty Income shares in Q2 2026, an estimated $153K.
Realty Income made up 1.12% of Slagle Financial's portfolio in Q2 2026, its #38 holding.
Slagle Financial first reported a position in Realty Income in Q2 2023 and has held it in 13 quarters since.
639 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.