YCM
O icon

Yousif Capital Management’s Realty Income O Stock Holding History

Yousif 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 		$14.9M Sell
240,926
-10,749
-4% -$670K 0.17% 99
2026
Q1 		$15.4M Sell
251,675
-5,457
-2% -$342K 0.18% 89
2025
Q4 		$15.8M Sell
257,132
-7,412
-3% -$429K 0.17% 99
2025
Q3 		$16.1M Sell
264,544
-5,182
-2% -$302K 0.17% 101
2025
Q2 		$15.5M Sell
269,726
-3,360
-1% -$190K 0.17% 109
2025
Q1 		$15.8M Buy
273,086
+21,292
+8% +$1.18M 0.18% 102
2024
Q4 		$13.4M Sell
251,794
-8,022
-3% -$467K 0.15% 117
2024
Q3 		$16.5M Sell
259,816
-16,698
-6% -$994K 0.18% 95
2024
Q2 		$14.6M Buy
276,514
+10,686
+4% +$571K 0.17% 109
2024
Q1 		$14.4M Buy
265,828
+29,841
+13% +$1.62M 0.16% 113
2023
Q4 		$13.6M Sell
235,987
-6,715
-3% -$353K 0.16% 116
2023
Q3 		$12.1M Buy
242,702
+4,482
+2% +$258K 0.15% 123
2023
Q2 		$14.2M Buy
238,220
+11,421
+5% +$697K 0.17% 108
2023
Q1 		$14.4M Sell
226,799
-5,706
-2% -$370K 0.19% 101
2022
Q4 		$14.7M Buy
232,505
+13,477
+6% +$837K 0.19% 98
2022
Q3 		$12.7M Buy
219,028
+4,386
+2% +$302K 0.18% 94
2022
Q2 		$14.7M Buy
214,642
+6,373
+3% +$438K 0.19% 85
2022
Q1 		$14.4M Buy
208,269
+6,488
+3% +$441K 0.16% 106
2021
Q4 		$14.4M Buy
+201,781
New +$13.9M 0.15% 114

Other funds holding O

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

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

Yousif Capital Management reduced its Realty Income (O) stake by 4.3% in Q2 2026, selling an estimated $670K and leaving 240,926 shares worth $14.9M. The position accounts for 0.17% of the portfolio, ranked #99.

Yousif Capital Management first reported a position in O in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.5M in Q3 2024. 283 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Yousif Capital Management held 240,926 shares of Realty Income worth $14.9M as of Q2 2026.
  • Yousif Capital Management sold 10,749 Realty Income shares in Q2 2026, an estimated $670K.
  • Realty Income made up 0.17% of Yousif Capital Management's portfolio in Q2 2026, its #99 holding.
  • Yousif Capital Management first reported a position in Realty Income in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Realty Income position peaked at $16.5M in Q3 2024.
  • 283 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.