Vision Retirement’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$45K Sell
726
-207
-22% -$12.9K 0.01% 237
2026
Q1
$57.1K Buy
933
+4
+0.4% +$250 0.02% 205
2025
Q4
$52.4K Buy
+929
New +$53.8K 0.01% 223

Other funds holding O

Vision Retirement's O Position: Q2 2026 in Review

Vision Retirement reduced its Realty Income (O) stake by 22% in Q2 2026, selling an estimated $12.9K and leaving 726 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #237.

Vision Retirement first reported a position in O in Q4 2025 and has held it in 3 quarters since. The position peaked at $57.1K in Q1 2026. 1,386 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Vision Retirement held 726 shares of Realty Income worth $45K as of Q2 2026.
  • Vision Retirement sold 207 Realty Income shares in Q2 2026, an estimated $12.9K.
  • Realty Income made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #237 holding.
  • Vision Retirement first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Realty Income position peaked at $57.1K in Q1 2026.
  • 1,386 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.