BRWA
O icon

B. Riley Wealth Advisors’s Realty Income O Stock Holding History

B. Riley 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 		$522K Buy
8,273
+3,487
+73% +$217K 0.03% 456
2026
Q1 		$293K Buy
4,786
+383
+9% +$24K 0.02% 595
2025
Q4 		$248K Buy
4,403
+383
+10% +$22.2K 0.01% 779
2025
Q3 		$244K Sell
4,020
-1,602
-28% -$93.3K 0.01% 803
2025
Q2 		$324K Buy
+5,622
New +$318K 0.02% 683
2024
Q4 		$675K Buy
12,640
+241
+2% +$14K 0.02% 581
2024
Q3 		$781K Sell
12,399
-863
-7% -$51.4K 0.02% 568
2024
Q2 		$701K Buy
13,262
+4,524
+52% +$242K 0.02% 670
2024
Q1 		$439K Buy
8,738
+325
+4% +$17.6K 0.01% 859
2023
Q4 		$485K Sell
8,413
-325
-4% -$17.1K 0.01% 829
2023
Q3 		$439K Buy
8,738
+894
+11% +$51.4K 0.01% 859
2023
Q2 		$471K Sell
7,844
-4,640
-37% -$283K 0.01% 883
2023
Q1 		$794K Buy
12,484
+2,006
+19% +$130K 0.02% 619
2022
Q4 		$667K Buy
10,478
+1,513
+17% +$94K 0.02% 680
2022
Q3 		$522K Sell
8,965
-63
-0.7% -$4.34K 0.02% 743
2022
Q2 		$617K Sell
9,028
-1,716
-16% -$118K 0.03% 572
2022
Q1 		$745K Sell
10,744
-1,116
-9% -$75.9K 0.02% 577
2021
Q4 		$850K Buy
11,860
+3,510
+42% +$241K 0.02% 582
2021
Q3 		$526K Buy
8,350
+185
+2% +$12.5K 0.02% 757
2021
Q2 		$529K Buy
8,165
+1,088
+15% +$71.5K 0.02% 742
2021
Q1 		$436K Buy
+7,077
New +$419K 0.02% 806
2020
Q1 		– Sell
-3,226
Closed -$231K – 862
2019
Q4 		$231K Sell
3,226
-237
-7% -$17.7K 0.02% 713
2019
Q3 		$258K Sell
3,463
-286
-8% -$20.1K 0.03% 640
2019
Q2 		$251K Sell
3,749
-263
-7% -$18K 0.03% 635
2019
Q1 		$286K Buy
4,012
+74
+2% +$4.9K 0.04% 520
2018
Q4 		$241K Buy
+3,938
New +$235K 0.03% 512
2016
Q4 		– Sell
-3,287
Closed -$214K – 606
2016
Q3 		$214K Buy
3,287
+112
+4% +$7.4K 0.04% 512
2016
Q2 		$215K Buy
+3,175
New +$193K 0.04% 511
2015
Q4 		– Sell
-14,818
Closed -$682K – 606
2015
Q3 		$682K Buy
14,818
+2,364
+19% +$107K 0.16% 170
2015
Q2 		$536K Sell
12,454
-205
-2% -$9.38K 0.13% 195
2015
Q1 		$633K Sell
12,659
-12,884
-50% -$645K 0.15% 173
2014
Q4 		$6.29K Buy
25,543
+11,743
+85% +$520K 0.13% 187
2014
Q3 		$545K Sell
13,800
-13,544
-50% -$578K 0.14% 189
2014
Q2 		$579K Buy
27,344
+13,633
+99% +$570K 0.14% 174
2014
Q1 		$543K Buy
13,711
+8,736
+176% +$347K 0.16% 138
2013
Q4 		$180K Sell
4,975
-1,268
-20% -$48.7K 0.06% 380
2013
Q3 		$240K Sell
6,243
-2,484
-28% -$101K 0.08% 280
2013
Q2 		$354K Buy
+8,727
New +$403K 0.12% 197

Other funds holding O

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

B. Riley Wealth Advisors's O Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Realty Income (O) stake by 73% in Q2 2026, buying an estimated $217K and bringing the position to 8,273 shares worth $522K. The position accounts for 0.03% of the portfolio, ranked #456.

B. Riley Wealth Advisors first reported a position in O in Q2 2013 and has held it in 38 quarters since. The position peaked at $850K in Q4 2021. 467 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • B. Riley Wealth Advisors held 8,273 shares of Realty Income worth $522K as of Q2 2026.
  • B. Riley Wealth Advisors bought 3,487 Realty Income shares in Q2 2026, an estimated $217K.
  • Realty Income made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #456 holding.
  • B. Riley Wealth Advisors first reported a position in Realty Income in Q2 2013 and has held it in 38 quarters since.
  • B. Riley Wealth Advisors's Realty Income position peaked at $850K in Q4 2021.
  • 467 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.