Ancora Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $150K | Sell |
2,418
-422
| -15% | -$26.3K | ﹤0.01% | 794 |
|
|
2026
Q1 | $174K | Sell |
2,840
-41
| -1% | -$2.57K | ﹤0.01% | 742 |
|
|
2025
Q4 | $162K | Sell |
2,881
-162
| -5% | -$9.38K | ﹤0.01% | 790 |
|
|
2025
Q3 | $185K | Sell |
3,043
-576
| -16% | -$33.6K | ﹤0.01% | 728 |
|
|
2025
Q2 | $209K | Buy |
3,619
+317
| +10% | +$17.9K | ﹤0.01% | 709 |
|
|
2025
Q1 | $192K | Sell |
3,302
-364
| -10% | -$20.1K | ﹤0.01% | 718 |
|
|
2024
Q4 | $196K | Buy |
3,666
+82
| +2% | +$4.78K | ﹤0.01% | 715 |
|
|
2024
Q3 | $227K | Sell |
3,584
-750
| -17% | -$44.6K | 0.01% | 664 |
|
|
2024
Q2 | $229K | Hold |
4,334
| – | – | 0.01% | 638 |
|
|
2024
Q1 | $234K | Buy |
4,334
+211
| +5% | +$11.4K | 0.01% | 643 |
|
|
2023
Q4 | $237K | Sell |
4,123
-161
| -4% | -$8.45K | 0.01% | 642 |
|
|
2023
Q3 | $214K | Sell |
4,284
-844
| -16% | -$48.5K | 0.01% | 652 |
|
|
2023
Q2 | $307K | Sell |
5,128
-1,111
| -18% | -$67.8K | 0.01% | 560 |
|
|
2023
Q1 | $395K | Hold |
6,239
| – | – | 0.01% | 515 |
|
|
2022
Q4 | $396K | Hold |
6,239
| – | – | 0.01% | 531 |
|
|
2022
Q3 | $363K | Hold |
6,239
| – | – | 0.01% | 578 |
|
|
2022
Q2 | $425K | Sell |
6,239
-50
| -0.8% | -$3.44K | 0.01% | 562 |
|
|
2022
Q1 | $435K | Hold |
6,289
| – | – | 0.01% | 586 |
|
|
2021
Q4 | $450K | Buy |
6,289
+639
| +11% | +$43.9K | 0.01% | 580 |
|
|
2021
Q3 | $355K | Hold |
5,650
| – | – | 0.01% | 632 |
|
|
2021
Q2 | $365K | Hold |
5,650
| – | – | 0.01% | 616 |
|
|
2021
Q1 | $348K | Sell |
5,650
-422
| -7% | -$25K | 0.01% | 604 |
|
|
2020
Q4 | $366K | Buy |
6,072
+9
| +0.1% | +$532 | 0.01% | 524 |
|
|
2020
Q3 | $357K | Hold |
6,063
| – | – | 0.01% | 496 |
|
|
2020
Q2 | $350K | Sell |
6,063
-52
| -0.9% | -$2.77K | 0.01% | 494 |
|
|
2020
Q1 | $295K | Sell |
6,115
-232
| -4% | -$16.2K | 0.01% | 561 |
|
|
2019
Q4 | $453K | Hold |
6,347
| – | – | 0.02% | 512 |
|
|
2019
Q3 | $472K | Sell |
6,347
-103
| -2% | -$7.22K | 0.02% | 469 |
|
|
2019
Q2 | $431K | Sell |
6,450
-1,890
| -23% | -$129K | 0.02% | 446 |
|
|
2019
Q1 | $594K | Buy |
8,340
+32
| +0.4% | +$2.12K | 0.03% | 391 |
|
|
2018
Q4 | $507K | Hold |
8,308
| – | – | 0.02% | 409 |
|
|
2018
Q3 | $457K | Hold |
8,308
| – | – | 0.02% | 501 |
|
|
2018
Q2 | $433K | Buy |
8,308
+516
| +7% | +$26.1K | 0.02% | 511 |
|
|
2018
Q1 | $391K | Sell |
7,792
-858
| -10% | -$42.8K | 0.02% | 515 |
|
|
2017
Q4 | $478K | Hold |
8,650
| – | – | 0.03% | 446 |
|
|
2017
Q3 | $479K | Buy |
8,650
+413
| +5% | +$22.9K | 0.03% | 463 |
|
|
2017
Q2 | $441K | Hold |
8,237
| – | – | 0.03% | 444 |
|
|
2017
Q1 | $476K | Hold |
8,237
| – | – | 0.03% | 422 |
|
|
2016
Q4 | $459K | Buy |
8,237
+652
| +9% | +$36.6K | 0.03% | 416 |
|
|
2016
Q3 | $492K | Hold |
7,585
| – | – | 0.05% | 338 |
|
|
2016
Q2 | $510K | Hold |
7,585
| – | – | 0.06% | 313 |
|
|
2016
Q1 | $459K | Hold |
7,585
| – | – | 0.06% | 320 |
|
|
2015
Q4 | $379K | Hold |
7,585
| – | – | 0.05% | 345 |
|
|
2015
Q3 | $348K | Hold |
7,585
| – | – | 0.04% | 356 |
|
|
2015
Q2 | $326K | Buy |
+7,585
| New | +$347K | 0.04% | 385 |
|
|
2015
Q1 | – | Sell |
-7,585
| Closed | -$380K | – | 357 |
|
|
2014
Q4 | $351K | Buy |
+7,585
| New | +$336K | 0.04% | 360 |
|
Other funds holding O
Ancora Advisors's O Position: Q2 2026 in Review
Ancora Advisors reduced its Realty Income (O) stake by 15% in Q2 2026, selling an estimated $26.3K and leaving 2,418 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #794.
Ancora Advisors first reported a position in O in Q4 2014 and has held it in 46 quarters since. The position peaked at $594K in Q1 2019. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Ancora Advisors held 2,418 shares of Realty Income worth $150K as of Q2 2026.
- Ancora Advisors sold 422 Realty Income shares in Q2 2026, an estimated $26.3K.
- Realty Income made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #794 holding.
- Ancora Advisors first reported a position in Realty Income in Q4 2014 and has held it in 46 quarters since.
- Ancora Advisors's Realty Income position peaked at $594K in Q1 2019.
- 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.