Summitry LLC’s Realty Income O Stock Holding History

Summitry LLC’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	$346K	Buy	5,579 +180	+3%	+$11.2K	0.01%	220
2026 Q1	$330K	Buy	+5,399	New	+$338K	0.01%	192

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Summitry LLC's O Position: Q2 2026 in Review

Summitry LLC increased its Realty Income (O) stake by 3.3% in Q2 2026, buying an estimated $11.2K and bringing the position to 5,579 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #220.

Summitry LLC first reported a position in O in Q1 2026 and has held it in 2 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Summitry LLC held 5,579 shares of Realty Income worth $346K as of Q2 2026.
Summitry LLC bought 180 Realty Income shares in Q2 2026, an estimated $11.2K.
Realty Income made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #220 holding.
Summitry LLC first reported a position in Realty Income in Q1 2026 and has held it in 2 quarters since.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.