TCM
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Triumph Capital Management’s Realty Income O Stock Holding History

Triumph Capital Management’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 		$165K Buy
2,656
+295
+12% +$18.4K 0.03% 390
2026
Q1 		$145K Sell
2,361
-333
-12% -$20.8K 0.03% 387
2025
Q4 		$152K Buy
+2,694
New +$156K 0.03% 356

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Triumph Capital Management's O Position: Q2 2026 in Review

Triumph Capital Management increased its Realty Income (O) stake by 12% in Q2 2026, buying an estimated $18.4K and bringing the position to 2,656 shares worth $165K. The position accounts for 0.03% of the portfolio, ranked #390.

Triumph Capital Management 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.

  • Triumph Capital Management held 2,656 shares of Realty Income worth $165K as of Q2 2026.
  • Triumph Capital Management bought 295 Realty Income shares in Q2 2026, an estimated $18.4K.
  • Realty Income made up 0.03% of Triumph Capital Management's portfolio in Q2 2026, its #390 holding.
  • Triumph Capital Management 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 Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.