B. Riley Wealth 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
2025
Q2
Sell
-4,200
Closed -$244K 1282
2025
Q1
$244K Buy
+4,200
New +$232K 0.01% 1069

Other funds holding O

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 39 quarters since. The position peaked at $6.29M in Q4 2014. 1,456 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 39 quarters since.
  • B. Riley Wealth Advisors's Realty Income position peaked at $6.29M in Q4 2014.
  • 1,456 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.