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Arax Advisory Partners’s Realty Income O Stock Holding History

Arax Advisory Partners’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 		$8.78M Buy
141,632
+138,515
+4,444% +$8.64M 0.06% 338
2026
Q1 		$191K Sell
3,117
-5,530
-64% -$346K 0.01% 1101
2025
Q4 		$487K Sell
8,647
-7,313
-46% -$423K 0.01% 596
2025
Q3 		$970K Buy
15,960
+14,869
+1,363% +$866K 0.01% 655
2025
Q2 		$77.5K Buy
1,091
+144
+15% +$8.14K ﹤0.01% 1052
2025
Q1 		$55K Sell
947
-1,532
-62% -$84.8K ﹤0.01% 915
2024
Q4 		$132K Buy
2,479
+467
+23% +$27.2K 0.01% 593
2024
Q3 		$128K Buy
2,012
+19
+1% +$1.13K 0.01% 445
2024
Q2 		$105K Sell
1,993
-1,338
-40% -$71.4K 0.01% 462
2024
Q1 		$180K Buy
3,331
+147
+5% +$7.96K 0.02% 304
2023
Q4 		$183K Sell
3,184
-1,400
-31% -$73.5K 0.02% 296
2023
Q3 		$229K Sell
4,584
-33
-0.7% -$1.9K 0.03% 237
2023
Q2 		$276K Sell
4,617
-95
-2% -$5.8K 0.04% 195
2023
Q1 		$298K Buy
4,712
+34
+0.7% +$2.2K 0.04% 184
2022
Q4 		$297K Sell
4,678
-1,145
-20% -$71.1K 0.04% 174
2022
Q3 		$339K Buy
5,823
+193
+3% +$13.3K 0.05% 144
2022
Q2 		$384K Buy
5,630
+58
+1% +$3.98K 0.06% 120
2022
Q1 		$386K Buy
5,572
+44
+0.8% +$2.99K 0.05% 143
2021
Q4 		$396K Buy
5,528
+4,233
+327% +$291K 0.05% 142
2021
Q3 		$81K Buy
1,295
+163
+14% +$11K 0.01% 378
2021
Q2 		$73K Buy
+1,132
New +$74.4K 0.01% 407
2020
Q4 		$67K Buy
1,107
+12
+1% +$709 0.01% 362
2020
Q3 		$64K Buy
1,095
+12
+1% +$710 0.01% 340
2020
Q2 		$62K Buy
1,083
+220
+25% +$11.7K 0.01% 327
2020
Q1 		$42K Buy
+863
New +$60.1K 0.01% 374

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Arax Advisory Partners's O Position: Q2 2026 in Review

Arax Advisory Partners increased its Realty Income (O) stake by 4,444% in Q2 2026, buying an estimated $8.64M and bringing the position to 141,632 shares worth $8.78M. The position accounts for 0.06% of the portfolio, ranked #338.

Arax Advisory Partners first reported a position in O in Q1 2020 and has held it in 25 quarters since. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Arax Advisory Partners held 141,632 shares of Realty Income worth $8.78M as of Q2 2026.
  • Arax Advisory Partners bought 138,515 Realty Income shares in Q2 2026, an estimated $8.64M.
  • Realty Income made up 0.06% of Arax Advisory Partners's portfolio in Q2 2026, its #338 holding.
  • Arax Advisory Partners first reported a position in Realty Income in Q1 2020 and has held it in 25 quarters since.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.