Advisor OS’s Realty Income O Stock Holding History

Advisor OS’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	$316K	Sell	5,104 -228	-4%	-$14.2K	0.02%	433
2026 Q1	$326K	Buy	+5,332	New	+$334K	0.02%	409

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 $3.38T AUM 44.17% 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

Advisor OS's O Position: Q2 2026 in Review

Advisor OS reduced its Realty Income (O) stake by 4.3% in Q2 2026, selling an estimated $14.2K and leaving 5,104 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #433.

Advisor OS first reported a position in O in Q1 2026 and has held it in 2 quarters since. The position peaked at $326K in Q1 2026. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

Advisor OS held 5,104 shares of Realty Income worth $316K as of Q2 2026.
Advisor OS sold 228 Realty Income shares in Q2 2026, an estimated $14.2K.
Realty Income made up 0.02% of Advisor OS's portfolio in Q2 2026, its #433 holding.
Advisor OS first reported a position in Realty Income in Q1 2026 and has held it in 2 quarters since.
Advisor OS's Realty Income position peaked at $326K in Q1 2026.
1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.