SFS
O icon

Stiles Financial Services’s Realty Income O Stock Holding History

Stiles Financial Services’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 		$300K Buy
4,836
+8
+0.2% +$499 0.08% 147
2026
Q1 		$295K Buy
4,828
+17
+0.4% +$1.06K 0.09% 146
2025
Q4 		$271K Buy
4,811
+19
+0.4% +$1.1K 0.08% 153
2025
Q3 		$291K Buy
4,792
+18
+0.4% +$1.05K 0.09% 154
2025
Q2 		$275K Buy
4,774
+21
+0.4% +$1.19K 0.1% 152
2025
Q1 		$276K Buy
4,753
+19
+0.4% +$1.05K 0.11% 146
2024
Q4 		$253K Buy
4,734
+18
+0.4% +$1.05K 0.09% 160
2024
Q3 		$299K Buy
4,716
+17
+0.4% +$1.01K 0.11% 150
2024
Q2 		$248K Sell
4,699
-371
-7% -$19.8K 0.1% 164
2024
Q1 		$274K Buy
5,070
+23
+0.5% +$1.25K 0.11% 151
2023
Q4 		$290K Buy
5,047
+49
+1% +$2.57K 0.13% 137
2023
Q3 		$250K Sell
4,998
-193
-4% -$11.1K 0.13% 148
2023
Q2 		$310K Buy
5,191
+22
+0.4% +$1.34K 0.15% 136
2023
Q1 		$327K Buy
5,169
+30
+0.6% +$1.94K 0.18% 132
2022
Q4 		$326K Buy
5,139
+49
+1% +$3.04K 0.19% 125
2022
Q3 		$296K Buy
5,090
+43
+0.9% +$2.96K 0.18% 127
2022
Q2 		$344K Buy
5,047
+121
+2% +$8.31K 0.21% 116
2022
Q1 		$347K Buy
4,926
+990
+25% +$67.3K 0.17% 126
2021
Q4 		$307K Buy
+3,936
New +$271K 0.15% 139

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

Stiles Financial Services's O Position: Q2 2026 in Review

Stiles Financial Services increased its Realty Income (O) stake by 0.17% in Q2 2026, buying an estimated $499 and bringing the position to 4,836 shares worth $300K. The position accounts for 0.08% of the portfolio, ranked #147.

Stiles Financial Services first reported a position in O in Q4 2021 and has held it in 19 quarters since. The position peaked at $347K in Q1 2022. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Stiles Financial Services held 4,836 shares of Realty Income worth $300K as of Q2 2026.
  • Stiles Financial Services bought 8 Realty Income shares in Q2 2026, an estimated $499.
  • Realty Income made up 0.08% of Stiles Financial Services's portfolio in Q2 2026, its #147 holding.
  • Stiles Financial Services first reported a position in Realty Income in Q4 2021 and has held it in 19 quarters since.
  • Stiles Financial Services's Realty Income position peaked at $347K in Q1 2022.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.