Beacon Investment Advisory Services’s Realty Income O Stock Holding History

Beacon Investment Advisory Services’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	$162K	Hold	2,608	–	–	0.01%	276
2026 Q1	$160K	Buy	+2,608	New	+$163K	0.01%	273
2023 Q3	–	Sell	-4,209	Closed	-$252K	–	280
2023 Q2	$252K	Hold	4,209	–	–	0.01%	251
2023 Q1	$266K	Sell	4,209 -975	-19%	-$63.2K	0.01%	240
2022 Q4	$329K	Sell	5,184 -652	-11%	-$40.5K	0.02%	223
2022 Q3	$340K	Hold	5,836	–	–	0.02%	220
2022 Q2	$398K	Hold	5,836	–	–	0.02%	214
2022 Q1	$404K	Buy	+5,836	New	+$397K	0.02%	230

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 $3.37T AUM 44.26% 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

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

Beacon Investment Advisory Services's O Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Realty Income (O) position steady in Q2 2026 at 2,608 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #276.

Beacon Investment Advisory Services first reported a position in O in Q1 2022 and has held it in 8 quarters since. The position peaked at $404K in Q1 2022. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Beacon Investment Advisory Services held 2,608 shares of Realty Income worth $162K as of Q2 2026.
Beacon Investment Advisory Services left its Realty Income share count unchanged in Q2 2026.
Realty Income made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #276 holding.
Beacon Investment Advisory Services first reported a position in Realty Income in Q1 2022 and has held it in 8 quarters since.
Beacon Investment Advisory Services's Realty Income position peaked at $404K in Q1 2022.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.