Trust Company of Toledo’s Realty Income O Stock Holding History

Trust Company of Toledo’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	$74.5K	Buy	1,203 +5	+0.4%	+$312	0.01%	413
2026 Q1	$73.3K	Sell	1,198 -373	-24%	-$23.3K	0.01%	395
2025 Q4	$88.6K	Sell	1,571 -150	-9%	-$8.69K	0.01%	356
2025 Q3	$105K	Hold	1,721	–	–	0.01%	347
2025 Q2	$99.1K	Buy	+1,721	New	+$97.3K	0.01%	338
2024 Q1	–	Sell	-6,521	Closed	-$374K	–	230
2023 Q4	$374K	Sell	6,521 -477	-7%	-$25K	0.06%	172
2023 Q3	$349K	Buy	6,998 +2,878	+70%	+$165K	0.07%	172
2023 Q2	$246K	Sell	4,120 -361	-8%	-$22K	0.04%	182
2023 Q1	$284K	Buy	4,481 +150	+3%	+$9.72K	0.05%	174
2022 Q4	$275	Hold	4,331	–	–	0.05%	165
2022 Q3	$252K	Buy	4,331 +361	+9%	+$24.9K	0.05%	167
2022 Q2	$271K	Buy	3,970 +199	+5%	+$13.7K	0.05%	170
2022 Q1	$261K	Buy	+3,771	New	+$256K	0.04%	174

Other funds holding O

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Trust Company of Toledo's O Position: Q2 2026 in Review

Trust Company of Toledo increased its Realty Income (O) stake by 0.42% in Q2 2026, buying an estimated $312 and bringing the position to 1,203 shares worth $74.5K. The position accounts for 0.01% of the portfolio, ranked #413.

Trust Company of Toledo first reported a position in O in Q1 2022 and has held it in 13 quarters since. The position peaked at $374K in Q4 2023. 639 funds tracked by Wall St. Rank hold O as of Q2 2026.

Trust Company of Toledo held 1,203 shares of Realty Income worth $74.5K as of Q2 2026.
Trust Company of Toledo bought 5 Realty Income shares in Q2 2026, an estimated $312.
Realty Income made up 0.01% of Trust Company of Toledo's portfolio in Q2 2026, its #413 holding.
Trust Company of Toledo first reported a position in Realty Income in Q1 2022 and has held it in 13 quarters since.
Trust Company of Toledo's Realty Income position peaked at $374K in Q4 2023.
639 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.