TPBG
O icon

Turning Point Benefit Group’s Realty Income O Stock Holding History

Turning Point Benefit Group’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 		$1.43M Buy
23,113
+3,703
+19% +$231K 0.62% 42
2026
Q1 		$1.2M Buy
19,410
+239
+1% +$15K 0.76% 32
2025
Q4 		$1.08M Buy
19,171
+5,301
+38% +$307K 0.56% 37
2025
Q3 		$839K Buy
13,870
+1,768
+15% +$103K 0.51% 40
2025
Q2 		$697K Buy
12,102
+1,037
+9% +$58.6K 0.53% 39
2025
Q1 		$586K Buy
11,065
+1,840
+20% +$102K 0.55% 25
2024
Q4 		$484K Buy
+9,225
New +$537K 0.46% 31

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

Turning Point Benefit Group's O Position: Q2 2026 in Review

Turning Point Benefit Group increased its Realty Income (O) stake by 19% in Q2 2026, buying an estimated $231K and bringing the position to 23,113 shares worth $1.43M. The position accounts for 0.62% of the portfolio, ranked #42.

Turning Point Benefit Group first reported a position in O in Q4 2024 and has held it in 7 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Turning Point Benefit Group held 23,113 shares of Realty Income worth $1.43M as of Q2 2026.
  • Turning Point Benefit Group bought 3,703 Realty Income shares in Q2 2026, an estimated $231K.
  • Realty Income made up 0.62% of Turning Point Benefit Group's portfolio in Q2 2026, its #42 holding.
  • Turning Point Benefit Group first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.