Armstrong, Fleming & Moore, Inc O — REALTY INCOME CORP

Ownership history in Armstrong, Fleming & Moore, Inc  ·  12 quarters on record

AI Ownership Summary

Armstrong, Fleming & Moore, Inc reported REALTY INCOME CORP (O) in 12 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.6% in 2024 Q3. The latest visible filing shows O at 0.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this O ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Armstrong, Fleming & Moore, Inc's position in REALTY INCOME CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

O was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

O stock page Armstrong, Fleming & Moore, Inc fund profile Armstrong, Fleming & Moore, Inc full holdings
How Armstrong, Fleming & Moore, Inc held O — position size vs. price
% of Fund (quarterly)    O price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 14,163 -361 -2.5% 0.29% $878K 2026-07-28 $64.85
2026 Q1 REDUCED — — — 14,524 -168 -1.1% 0.38% $889K 2026-04-13 $61.66
2025 Q4 ADDED — — — 14,692 +10 +0.1% 0.38% $828K 2026-01-16 $59.04
2025 Q3 REDUCED 5.6% -5.2% ✅ 14,682 -864 -5.6% 0.43% $893K 2025-10-20 $57.47
2025 Q2 REDUCED — — — 15,546 -582 -3.6% 0.49% $896K 2025-07-23 $54.10
2024 Q4 REDUCED — — — 16,128 -152 -0.9% 0.52% $861K 2025-02-05 $49.70
2024 Q3 REDUCED 6.2% -15.7% ✅ 16,280 -1,074 -6.2% 0.60% $1.0M 2024-10-16 $57.55
2024 Q2 ADDED — — — 17,354 +18 +0.1% 0.59% $917K 2024-07-23 $50.85
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding O

As of 2026 Q3 — sorted by position size

Miller Global Investments, LLC 0.69% Stonebridge Financial Group, LLC 0.23% First Financial Bank - Trust Division 3Y 7Y 0.21% Coastline Trust Co 3Y 7Y 0.01% Planning Strategies Inc. 0.01% Versant Capital Management, Inc 3Y 7Y 0.01% Noble Wealth Management PBC 0.0%

FAQ About Armstrong, Fleming & Moore, Inc and O

These are the practical questions this page is built to answer before you even open the full history table.

How long has Armstrong, Fleming & Moore, Inc reported owning O?

Armstrong, Fleming & Moore, Inc reported O across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported O position in Armstrong, Fleming & Moore, Inc's portfolio?

The largest reported portfolio weight for O was 0.60% in 2024 Q3.

What is the latest reported O position on this page?

The most recent filing on this page is 2026 Q2, when Armstrong, Fleming & Moore, Inc reported 14,163 shares, equal to 0.29% of portfolio, with an estimated market value of $878K.

What does the chart on this O ownership page compare?

The chart compares Armstrong, Fleming & Moore, Inc's quarterly O portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Armstrong, Fleming & Moore, Inc time their O position?

Based on 13F filing dates vs. subsequent O price moves, Armstrong, Fleming & Moore, Inc correctly timed 4 out of 11 reported position changes (36%). The annualised alpha on O relative to SPY over the holding period was -8.2%.

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