AWA
O icon

Arkadios Wealth Advisors’s Realty Income O Stock Holding History

Arkadios Wealth 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 		$2.58M Sell
41,650
-5,577
-12% -$348K 0.04% 445
2026
Q1 		$2.89M Buy
47,227
+1,728
+4% +$108K 0.05% 402
2025
Q4 		$2.56M Sell
45,499
-680
-1% -$39.4K 0.05% 374
2025
Q3 		$2.81M Buy
46,179
+6,849
+17% +$399K 0.07% 303
2025
Q2 		$2.27M Sell
39,330
-1,974
-5% -$112K 0.07% 313
2025
Q1 		$2.4M Buy
41,304
+18,161
+78% +$1.01M 0.09% 247
2024
Q4 		$1.24M Buy
23,143
+2,682
+13% +$156K 0.07% 288
2024
Q3 		$1.3M Buy
20,461
+3,557
+21% +$212K 0.07% 263
2024
Q2 		$893K Buy
16,904
+4,287
+34% +$229K 0.06% 306
2024
Q1 		$683K Buy
12,617
+285
+2% +$15.4K 0.05% 316
2023
Q4 		$708K Buy
12,332
+6,360
+106% +$334K 0.06% 288
2023
Q3 		$298K Buy
5,972
+1,965
+49% +$113K 0.03% 486
2023
Q2 		$240K Sell
4,007
-1,140
-22% -$69.6K 0.03% 509
2023
Q1 		$326K Buy
5,147
+260
+5% +$16.8K 0.04% 409
2022
Q4 		$310K Sell
4,887
-1,351
-22% -$83.9K 0.04% 392
2022
Q3 		$363K Sell
6,238
-884
-12% -$61K 0.06% 340
2022
Q2 		$486K Buy
7,122
+760
+12% +$52.2K 0.07% 286
2022
Q1 		$441K Sell
6,362
-2,619
-29% -$178K 0.06% 341
2021
Q4 		$643K Buy
8,981
+2,446
+37% +$168K 0.09% 276
2021
Q3 		$410K Sell
6,535
-1,045
-14% -$70.5K 0.06% 336
2021
Q2 		$490K Buy
7,580
+4,205
+125% +$276K 0.06% 338
2021
Q1 		$207K Buy
3,375
+949
+39% +$56.2K 0.03% 408
2020
Q4 		$146K Sell
2,426
-3,018
-55% -$178K 0.03% 371
2020
Q3 		$319K Buy
5,444
+1,071
+24% +$63.3K 0.16% 137
2020
Q2 		$244K Buy
4,373
+528
+14% +$28.1K 0.14% 142
2020
Q1 		$186K Sell
3,845
-891
-19% -$62K 0.12% 153
2019
Q4 		$362K Buy
+4,736
New +$353K 0.22% 104

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Arkadios Wealth Advisors's O Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Realty Income (O) stake by 12% in Q2 2026, selling an estimated $348K and leaving 41,650 shares worth $2.58M. The position accounts for 0.04% of the portfolio, ranked #445.

Arkadios Wealth Advisors first reported a position in O in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.89M in Q1 2026. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Arkadios Wealth Advisors held 41,650 shares of Realty Income worth $2.58M as of Q2 2026.
  • Arkadios Wealth Advisors sold 5,577 Realty Income shares in Q2 2026, an estimated $348K.
  • Realty Income made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #445 holding.
  • Arkadios Wealth Advisors first reported a position in Realty Income in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's Realty Income position peaked at $2.89M in Q1 2026.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.