Syon Capital’s Realty Income O Stock Holding History

Syon Capital’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	$226K	Buy	3,652 +66	+2%	+$4.12K	0.01%	896
2026 Q1	$219K	Sell	3,586 -58	-2%	-$3.63K	0.01%	853
2025 Q4	$205K	Buy	3,644 +344	+10%	+$19.9K	0.01%	864
2025 Q3	$201K	Buy	+3,300	New	+$192K	0.01%	786

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

Syon Capital's O Position: Q2 2026 in Review

Syon Capital increased its Realty Income (O) stake by 1.8% in Q2 2026, buying an estimated $4.12K and bringing the position to 3,652 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #896.

Syon Capital first reported a position in O in Q3 2025 and has held it in 4 quarters since. 1,461 funds tracked by Wall St. Rank hold O as of Q2 2026.

Syon Capital held 3,652 shares of Realty Income worth $226K as of Q2 2026.
Syon Capital bought 66 Realty Income shares in Q2 2026, an estimated $4.12K.
Realty Income made up 0.01% of Syon Capital's portfolio in Q2 2026, its #896 holding.
Syon Capital first reported a position in Realty Income in Q3 2025 and has held it in 4 quarters since.
1,461 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.