Synergy Investment 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
$11.3K Buy
179
+50
+39% +$3.12K ﹤0.01% 610
2026
Q1
$7.9K Buy
+129
New +$8.07K ﹤0.01% 527
2025
Q2
– Sell
-105
Closed -$6.1K – 411
2025
Q1
$6.1K Buy
105
+1
+1% +$55 ﹤0.01% 422
2024
Q4
$5.54K Buy
+104
New +$6.06K ﹤0.01% 449

Other funds holding O

Synergy Investment Management's O Position: Q2 2026 in Review

Synergy Investment Management increased its Realty Income (O) stake by 39% in Q2 2026, buying an estimated $3.12K and bringing the position to 179 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Synergy Investment Management first reported a position in O in Q4 2024 and has held it in 4 quarters since. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Synergy Investment Management held 179 shares of Realty Income worth $11.3K as of Q2 2026.
  • Synergy Investment Management bought 50 Realty Income shares in Q2 2026, an estimated $3.12K.
  • Realty Income made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #610 holding.
  • Synergy Investment Management first reported a position in Realty Income in Q4 2024 and has held it in 4 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.