Vision Financial Markets’s Realty Income O Stock Holding History

Vision Financial Markets’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	$248K	Buy	4,006 +2,801	+232%	+$175K	0.22%	63
2026 Q1	$73.7K	Buy	1,205 +1	+0.1%	+$63	0.07%	104
2025 Q4	$67.8K	Sell	1,204 -21,898	-95%	-$1.27M	0.07%	100
2025 Q3	$1.4M	Buy	23,102 +21,901	+1,824%	+$1.28M	1.2%	17
2025 Q2	$69.2K	Sell	1,201 -10,299	-90%	-$582K	0.07%	113
2025 Q1	$667K	Buy	11,500 +10,400	+945%	+$576K	0.73%	28
2024 Q4	$58.8K	Buy	+1,100	New	+$64.1K	0.06%	100

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

Vision Financial Markets's O Position: Q2 2026 in Review

Vision Financial Markets increased its Realty Income (O) stake by 232% in Q2 2026, buying an estimated $175K and bringing the position to 4,006 shares worth $248K. The position accounts for 0.22% of the portfolio, ranked #63.

Vision Financial Markets first reported a position in O in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q3 2025. 639 funds tracked by Wall St. Rank hold O as of Q2 2026.

Vision Financial Markets held 4,006 shares of Realty Income worth $248K as of Q2 2026.
Vision Financial Markets bought 2,801 Realty Income shares in Q2 2026, an estimated $175K.
Realty Income made up 0.22% of Vision Financial Markets's portfolio in Q2 2026, its #63 holding.
Vision Financial Markets first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
Vision Financial Markets's Realty Income position peaked at $1.4M in Q3 2025.
639 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.