Zions Bancorporation, National Association’s Realty Income O Stock Holding History

Zions Bancorporation, National Association’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	$2.54M	Sell	40,979 -11,907	-23%	-$742K	0.15%	93
2026 Q1	$3.24M	Sell	52,886 -55,250	-51%	-$3.46M	0.21%	74
2025 Q4	$6.1M	Sell	108,136 -14,696	-12%	-$851K	0.28%	57
2025 Q3	$7.47M	Sell	122,832 -16,066	-12%	-$936K	0.37%	46
2025 Q2	$8M	Buy	138,898 +14,581	+12%	+$825K	0.43%	42
2025 Q1	$7.21M	Buy	+124,317	New	+$6.88M	0.46%	38

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

Zions Bancorporation, National Association's O Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its Realty Income (O) stake by 23% in Q2 2026, selling an estimated $742K and leaving 40,979 shares worth $2.54M. The position accounts for 0.15% of the portfolio, ranked #93.

Zions Bancorporation, National Association first reported a position in O in Q1 2025 and has held it in 6 quarters since. The position peaked at $8M in Q2 2025. 639 funds tracked by Wall St. Rank hold O as of Q2 2026.

Zions Bancorporation, National Association held 40,979 shares of Realty Income worth $2.54M as of Q2 2026.
Zions Bancorporation, National Association sold 11,907 Realty Income shares in Q2 2026, an estimated $742K.
Realty Income made up 0.15% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #93 holding.
Zions Bancorporation, National Association first reported a position in Realty Income in Q1 2025 and has held it in 6 quarters since.
Zions Bancorporation, National Association's Realty Income position peaked at $8M in Q2 2025.
639 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.