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
2025
Q3
Sell
-300
Closed -$17.3K 1480
2025
Q2
$17.3K Hold
300
﹤0.01% 1246
2025
Q1
$17.4K Buy
+300
New +$16.6K ﹤0.01% 1210

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. 1,460 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.
  • 1,460 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.