SIS
O icon

Strategic Investment Solutions’s Realty Income O Stock Holding History

Strategic Investment Solutions’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 		$12.4K Hold
200
– – ﹤0.01% 416
2026
Q1 		$12.2K Hold
200
– – ﹤0.01% 399
2025
Q4 		$11.3K Hold
200
– – ﹤0.01% 385
2025
Q3 		$12.2K Hold
200
– – ﹤0.01% 354
2025
Q2 		$11.5K Hold
200
– – ﹤0.01% 345
2025
Q1 		$11.6K Hold
200
– – ﹤0.01% 345
2024
Q4 		$10.7K Hold
200
– – ﹤0.01% 377
2024
Q3 		$12.7K Hold
200
– – ﹤0.01% 334
2024
Q2 		$11.5K Buy
+200
New +$10.7K ﹤0.01% 335
2023
Q4 		$11.5K Buy
+200
New +$10.5K ﹤0.01% 734

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

Strategic Investment Solutions's O Position: Q2 2026 in Review

Strategic Investment Solutions held its Realty Income (O) position steady in Q2 2026 at 200 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Strategic Investment Solutions first reported a position in O in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.7K in Q3 2024. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Strategic Investment Solutions held 200 shares of Realty Income worth $12.4K as of Q2 2026.
  • Strategic Investment Solutions left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #416 holding.
  • Strategic Investment Solutions first reported a position in Realty Income in Q4 2023 and has held it in 10 quarters since.
  • Strategic Investment Solutions's Realty Income position peaked at $12.7K in Q3 2024.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.