SW
O icon

StrongBox Wealth’s Realty Income O Stock Holding History

StrongBox Wealth’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 Buy
+200
New +$12.5K ﹤0.01% 239
2020
Q3 		– Sell
-4,029
Closed -$232K – 85
2020
Q2 		$232K Sell
4,029
-1,043
-21% -$55.5K 0.21% 77
2020
Q1 		$245K Buy
+5,072
New +$353K 0.28% 73

Other funds holding O

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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

StrongBox Wealth's O Position: Q2 2026 in Review

StrongBox Wealth opened a new position in Realty Income (O) in Q2 2026: 200 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #239 among its holdings. This is a return to the name: StrongBox Wealth previously reported a position in O as recently as Q2 2020.

StrongBox Wealth first reported a position in O in Q1 2020 and has held it in 3 quarters since. The position peaked at $245K in Q1 2020. 411 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • StrongBox Wealth held 200 shares of Realty Income worth $12.4K as of Q2 2026.
  • Realty Income was a new StrongBox Wealth position in Q2 2026.
  • Realty Income made up ﹤0.01% of StrongBox Wealth's portfolio in Q2 2026, its #239 holding.
  • StrongBox Wealth first reported a position in Realty Income in Q1 2020 and has held it in 3 quarters since.
  • StrongBox Wealth's Realty Income position peaked at $245K in Q1 2020.
  • 411 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.