Sunrise Financial Services’s Realty Income O Stock Holding History

Sunrise 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	$15.5K	Hold	250	–	–	0.01%	199
2026 Q1	$15.3K	Hold	250	–	–	0.01%	196
2025 Q4	$14.1K	Buy	+250	New	+$14.5K	0.01%	181

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

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

Sunrise Financial Services held its Realty Income (O) position steady in Q2 2026 at 250 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #199.

Sunrise Financial Services first reported a position in O in Q4 2025 and has held it in 3 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Sunrise Financial Services held 250 shares of Realty Income worth $15.5K as of Q2 2026.
Sunrise Financial Services left its Realty Income share count unchanged in Q2 2026.
Realty Income made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #199 holding.
Sunrise Financial Services first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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