Auxano Advisors’s Realty Income O Stock Holding History

Auxano 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	$244K	Buy	3,935 +200	+5%	+$12.5K	0.05%	183
2026 Q1	$229K	Buy	+3,735	New	+$234K	0.05%	185

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

Auxano Advisors's O Position: Q2 2026 in Review

Auxano Advisors increased its Realty Income (O) stake by 5.4% in Q2 2026, buying an estimated $12.5K and bringing the position to 3,935 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #183.

Auxano Advisors first reported a position in O in Q1 2026 and has held it in 2 quarters since. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

Auxano Advisors held 3,935 shares of Realty Income worth $244K as of Q2 2026.
Auxano Advisors bought 200 Realty Income shares in Q2 2026, an estimated $12.5K.
Realty Income made up 0.05% of Auxano Advisors's portfolio in Q2 2026, its #183 holding.
Auxano Advisors first reported a position in Realty Income in Q1 2026 and has held it in 2 quarters since.
1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Auxano Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.