Stockman Wealth Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $296K | Sell |
4,777
-148
| -3% | -$9.23K | 0.03% | 146 |
|
|
2026
Q1 | $301K | Buy |
+4,925
| New | +$308K | 0.03% | 139 |
|
|
2025
Q4 | – | Sell |
-3,335
| Closed | -$203K | – | 186 |
|
|
2025
Q3 | $203K | Buy |
+3,335
| New | +$194K | 0.03% | 170 |
|
|
2025
Q1 | – | Sell |
-3,818
| Closed | -$204K | – | 170 |
|
|
2024
Q4 | $204K | Sell |
3,818
-254
| -6% | -$14.8K | 0.03% | 160 |
|
|
2024
Q3 | $258K | Buy |
4,072
+267
| +7% | +$15.9K | 0.04% | 154 |
|
|
2024
Q2 | $201K | Sell |
3,805
-529
| -12% | -$28.2K | 0.04% | 171 |
|
|
2024
Q1 | $234K | Buy |
4,334
+46
| +1% | +$2.49K | 0.04% | 160 |
|
|
2023
Q4 | $246K | Sell |
4,288
-775
| -15% | -$40.7K | 0.05% | 151 |
|
|
2023
Q3 | $253K | Sell |
5,063
-2,458
| -33% | -$141K | 0.06% | 156 |
|
|
2023
Q2 | $450K | Sell |
7,521
-5,880
| -44% | -$359K | 0.1% | 113 |
|
|
2023
Q1 | $849K | Buy |
13,401
+28
| +0.2% | +$1.81K | 0.19% | 73 |
|
|
2022
Q4 | $848K | Buy |
13,373
+29
| +0.2% | +$1.8K | 0.19% | 78 |
|
|
2022
Q3 | $777K | Buy |
13,344
+26
| +0.2% | +$1.79K | 0.21% | 68 |
|
|
2022
Q2 | $909K | Buy |
13,318
+26
| +0.2% | +$1.79K | 0.23% | 62 |
|
|
2022
Q1 | $921K | Buy |
13,292
+25
| +0.2% | +$1.7K | 0.19% | 72 |
|
|
2021
Q4 | $950K | Buy |
13,267
+5,290
| +66% | +$364K | 0.19% | 74 |
|
|
2021
Q3 | $501K | Hold |
7,977
| – | – | 0.11% | 112 |
|
|
2021
Q2 | $516K | Hold |
7,977
| – | – | 0.12% | 108 |
|
|
2021
Q1 | $491K | Hold |
7,977
| – | – | 0.14% | 107 |
|
|
2020
Q4 | $481K | Hold |
7,977
| – | – | 0.15% | 99 |
|
|
2020
Q3 | $470K | Hold |
7,977
| – | – | 0.17% | 88 |
|
|
2020
Q2 | $460K | Hold |
7,977
| – | – | 0.17% | 95 |
|
|
2020
Q1 | $385K | Sell |
7,977
-362
| -4% | -$25.2K | 0.17% | 94 |
|
|
2019
Q4 | $595K | Buy |
8,339
+258
| +3% | +$19.2K | 0.21% | 84 |
|
|
2019
Q3 | $600K | Hold |
8,081
| – | – | 0.23% | 79 |
|
|
2019
Q2 | $540K | Buy |
8,081
+104
| +1% | +$7.1K | 0.22% | 83 |
|
|
2019
Q1 | $569K | Hold |
7,977
| – | – | 0.25% | 74 |
|
|
2018
Q4 | $487K | Sell |
7,977
-2,064
| -21% | -$123K | 0.23% | 83 |
|
|
2018
Q3 | $554K | Buy |
10,041
+392
| +4% | +$21.6K | 0.24% | 77 |
|
|
2018
Q2 | $503K | Sell |
9,649
-1,548
| -14% | -$78.4K | 0.23% | 82 |
|
|
2018
Q1 | $561K | Hold |
11,197
| – | – | 0.26% | 74 |
|
|
2017
Q4 | $619K | Hold |
11,197
| – | – | 0.28% | 72 |
|
|
2017
Q3 | $621K | Buy |
11,197
+309
| +3% | +$17.2K | 0.3% | 75 |
|
|
2017
Q2 | $582K | Sell |
10,888
-309
| -3% | -$17.1K | 0.58% | 58 |
|
|
2017
Q1 | $646K | Hold |
11,197
| – | – | 0.37% | 58 |
|
|
2016
Q4 | $624K | Sell |
11,197
-1,600
| -13% | -$89.8K | 0.38% | 58 |
|
|
2016
Q3 | $830K | Buy |
+12,797
| New | +$845K | 0.51% | 52 |
|
Other funds holding O
Stockman Wealth Management's O Position: Q2 2026 in Review
Stockman Wealth Management reduced its Realty Income (O) stake by 3% in Q2 2026, selling an estimated $9.23K and leaving 4,777 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #146.
Stockman Wealth Management first reported a position in O in Q3 2016 and has held it in 37 quarters since. The position peaked at $950K in Q4 2021. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Stockman Wealth Management held 4,777 shares of Realty Income worth $296K as of Q2 2026.
- Stockman Wealth Management sold 148 Realty Income shares in Q2 2026, an estimated $9.23K.
- Realty Income made up 0.03% of Stockman Wealth Management's portfolio in Q2 2026, its #146 holding.
- Stockman Wealth Management first reported a position in Realty Income in Q3 2016 and has held it in 37 quarters since.
- Stockman Wealth Management's Realty Income position peaked at $950K in Q4 2021.
- 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.