Beacon Pointe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.18M | Sell |
51,366
-9,310
| -15% | -$580K | 0.01% | 627 |
|
|
2026
Q1 | $3.71M | Buy |
60,676
+14,405
| +31% | +$902K | 0.02% | 552 |
|
|
2025
Q4 | $2.61M | Buy |
46,271
+1,471
| +3% | +$85.2K | 0.02% | 531 |
|
|
2025
Q3 | $2.72M | Sell |
44,800
-9,733
| -18% | -$567K | 0.02% | 474 |
|
|
2025
Q2 | $3.14M | Buy |
54,533
+5,416
| +11% | +$306K | 0.03% | 397 |
|
|
2025
Q1 | $2.85M | Buy |
49,117
+15,178
| +45% | +$840K | 0.03% | 395 |
|
|
2024
Q4 | $1.81M | Buy |
33,939
+179
| +0.5% | +$10.4K | 0.02% | 485 |
|
|
2024
Q3 | $2.14M | Sell |
33,760
-2,005
| -6% | -$119K | 0.02% | 458 |
|
|
2024
Q2 | $1.89M | Buy |
35,765
+2,197
| +7% | +$117K | 0.02% | 491 |
|
|
2024
Q1 | $1.82M | Buy |
33,568
+5,848
| +21% | +$317K | 0.02% | 521 |
|
|
2023
Q4 | $1.59M | Sell |
27,720
-3,432
| -11% | -$180K | 0.02% | 535 |
|
|
2023
Q3 | $1.56M | Buy |
31,152
+4,462
| +17% | +$257K | 0.02% | 521 |
|
|
2023
Q2 | $1.6M | Sell |
26,690
-12,110
| -31% | -$739K | 0.03% | 418 |
|
|
2023
Q1 | $2.46M | Sell |
38,800
-15,050
| -28% | -$975K | 0.04% | 354 |
|
|
2022
Q4 | $3.42M | Buy |
53,850
+3,247
| +6% | +$202K | 0.07% | 258 |
|
|
2022
Q3 | $2.95M | Sell |
50,603
-4,585
| -8% | -$316K | 0.07% | 242 |
|
|
2022
Q2 | $3.76M | Buy |
55,188
+30,050
| +120% | +$2.06M | 0.08% | 220 |
|
|
2022
Q1 | $1.74M | Buy |
25,138
+12,734
| +103% | +$866K | 0.02% | 477 |
|
|
2021
Q4 | $888K | Sell |
12,404
-2,073
| -14% | -$143K | 0.02% | 396 |
|
|
2021
Q3 | $910K | Buy |
14,477
+5,894
| +69% | +$398K | 0.02% | 427 |
|
|
2021
Q2 | $555K | Buy |
8,583
+3,605
| +72% | +$237K | 0.02% | 461 |
|
|
2021
Q1 | $306K | Buy |
4,978
+205
| +4% | +$12.1K | 0.02% | 382 |
|
|
2020
Q4 | $287K | Sell |
4,773
-112
| -2% | -$6.62K | 0.02% | 375 |
|
|
2020
Q3 | $288K | Buy |
4,885
+142
| +3% | +$8.4K | 0.03% | 305 |
|
|
2020
Q2 | $274K | Sell |
4,743
-3,007
| -39% | -$160K | 0.03% | 319 |
|
|
2020
Q1 | $375K | Buy |
7,750
+4,223
| +120% | +$294K | 0.06% | 203 |
|
|
2019
Q4 | $251K | Sell |
3,527
-32
| -0.9% | -$2.38K | 0.08% | 186 |
|
|
2019
Q3 | $266K | Buy |
3,559
+29
| +0.8% | +$2.03K | 0.11% | 143 |
|
|
2019
Q2 | $237K | Buy |
3,530
+2
| +0.1% | +$137 | 0.09% | 177 |
|
|
2019
Q1 | $252K | Buy |
3,528
+2
| +0.1% | +$133 | 0.09% | 158 |
|
|
2018
Q4 | $215K | Buy |
+3,526
| New | +$211K | 0.13% | 150 |
|
Other funds holding O
Beacon Pointe Advisors's O Position: Q2 2026 in Review
Beacon Pointe Advisors reduced its Realty Income (O) stake by 15% in Q2 2026, selling an estimated $580K and leaving 51,366 shares worth $3.18M. The position accounts for 0.01% of the portfolio, ranked #627.
Beacon Pointe Advisors first reported a position in O in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.76M in Q2 2022. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Beacon Pointe Advisors held 51,366 shares of Realty Income worth $3.18M as of Q2 2026.
- Beacon Pointe Advisors sold 9,310 Realty Income shares in Q2 2026, an estimated $580K.
- Realty Income made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #627 holding.
- Beacon Pointe Advisors first reported a position in Realty Income in Q4 2018 and has held it in 31 quarters since.
- Beacon Pointe Advisors's Realty Income position peaked at $3.76M in Q2 2022.
- 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.