1834 Investment Advisors’s Realty Income O Stock Holding History

1834 Investment Advisors’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	$3.77M	Buy	60,912 +6,904	+13%	+$430K	0.43%	65
2026 Q1	$3.3M	Buy	54,008 +14,274	+36%	+$894K	0.41%	62
2025 Q4	$2.24M	Buy	39,734 +18,455	+87%	+$1.07M	0.28%	78
2025 Q3	$1.29M	Buy	+21,279	New	+$1.24M	0.16%	98
2022 Q3	–	Sell	-553	Closed	-$38K	–	366
2022 Q2	$38K	Hold	553	–	–	0.01%	289
2022 Q1	$38K	Sell	553 -40	-7%	-$2.72K	﹤0.01%	264
2021 Q4	$42K	Sell	593 -483	-45%	-$33.2K	﹤0.01%	270
2021 Q3	$68K	Hold	1,076	–	–	0.01%	255
2021 Q2	$70K	Buy	1,076 +154	+17%	+$10.1K	0.01%	249
2021 Q1	$57K	Hold	922	–	–	0.01%	261
2020 Q4	$56K	Hold	922	–	–	0.01%	259
2020 Q3	$54K	Hold	922	–	–	0.01%	257
2020 Q2	$53K	Hold	922	–	–	0.01%	240
2020 Q1	$45K	Hold	922	–	–	0.01%	256
2019 Q4	$66K	Hold	922	–	–	0.01%	260
2019 Q3	$68K	Hold	922	–	–	0.01%	256
2019 Q2	$62K	Hold	922	–	–	0.01%	267
2019 Q1	$66K	Hold	922	–	–	0.01%	253
2018 Q4	$56K	Buy	922 +220	+31%	+$13.1K	0.01%	261
2018 Q3	$39K	Hold	702	–	–	0.01%	294
2018 Q2	$37K	Sell	702 -696	-50%	-$35.3K	0.01%	296
2018 Q1	$70K	Sell	1,398 -310	-18%	-$15.4K	0.01%	247
2017 Q4	$94K	Buy	+1,708	New	+$92.7K	0.01%	247

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

1834 Investment Advisors's O Position: Q2 2026 in Review

1834 Investment Advisors increased its Realty Income (O) stake by 13% in Q2 2026, buying an estimated $430K and bringing the position to 60,912 shares worth $3.77M. The position accounts for 0.43% of the portfolio, ranked #65.

1834 Investment Advisors first reported a position in O in Q4 2017 and has held it in 23 quarters since. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

1834 Investment Advisors held 60,912 shares of Realty Income worth $3.77M as of Q2 2026.
1834 Investment Advisors bought 6,904 Realty Income shares in Q2 2026, an estimated $430K.
Realty Income made up 0.43% of 1834 Investment Advisors's portfolio in Q2 2026, its #65 holding.
1834 Investment Advisors first reported a position in Realty Income in Q4 2017 and has held it in 23 quarters since.
1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.