SFP
O icon

Sterling Financial Planning’s Realty Income O Stock Holding History

Sterling Financial Planning’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 		$796K Buy
12,841
+17
+0.1% +$1.06K 0.22% 58
2026
Q1 		$785K Buy
12,824
+15
+0.1% +$939 0.23% 54
2025
Q4 		$722K Buy
12,809
+18
+0.1% +$1.04K 0.22% 58
2025
Q3 		$778K Buy
12,791
+16
+0.1% +$932 0.25% 55
2025
Q2 		$736K Buy
12,775
+17
+0.1% +$961 0.25% 56
2025
Q1 		$740K Buy
12,758
+3,278
+35% +$181K 0.27% 53
2024
Q4 		$506K Hold
9,480
– – 0.19% 71
2024
Q3 		$601K Hold
9,480
– – 0.22% 63
2024
Q2 		$501K Hold
9,480
– – 0.2% 67
2024
Q1 		$513K Buy
9,480
+1,600
+20% +$86.6K 0.21% 68
2023
Q4 		$452K Buy
7,880
+2
+0% +$105 0.2% 74
2023
Q3 		$393K Sell
7,878
-226
-3% -$13K 0.2% 72
2023
Q2 		$485K Buy
8,104
+3
+0% +$183 0.24% 66
2023
Q1 		$513K Sell
8,101
-827
-9% -$53.6K 0.28% 59
2022
Q4 		$566K Buy
8,928
+3
+0% +$186 0.34% 53
2022
Q3 		$519K Sell
8,925
-449
-5% -$31K 0.36% 53
2022
Q2 		$640K Sell
9,374
-153
-2% -$10.5K 0.45% 41
2022
Q1 		$660K Buy
9,527
+3
+0% +$204 0.42% 45
2021
Q4 		$682K Buy
9,524
+622
+7% +$42.8K 0.43% 43
2021
Q3 		$559K Sell
8,902
-627
-7% -$42.3K 0.36% 45
2021
Q2 		$616K Sell
9,529
-70
-0.7% -$4.6K 0.4% 41
2021
Q1 		$591K Buy
9,599
+3
+0% +$178 0.42% 42
2020
Q4 		$578K Buy
+9,596
New +$567K 0.47% 37

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

Sterling Financial Planning's O Position: Q2 2026 in Review

Sterling Financial Planning increased its Realty Income (O) stake by 0.13% in Q2 2026, buying an estimated $1.06K and bringing the position to 12,841 shares worth $796K. The position accounts for 0.22% of the portfolio, ranked #58.

Sterling Financial Planning first reported a position in O in Q4 2020 and has held it in 23 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Sterling Financial Planning held 12,841 shares of Realty Income worth $796K as of Q2 2026.
  • Sterling Financial Planning bought 17 Realty Income shares in Q2 2026, an estimated $1.06K.
  • Realty Income made up 0.22% of Sterling Financial Planning's portfolio in Q2 2026, its #58 holding.
  • Sterling Financial Planning first reported a position in Realty Income in Q4 2020 and has held it in 23 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.