BPA
O icon

Beacon Pointe Advisors’s Realty Income O Stock Holding History

Beacon Pointe 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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beacon Pointe Advisors's O Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Realty Income (O) stake by 31% in Q1 2026, buying an estimated $902K and bringing the position to 60,676 shares worth $3.71M. The position accounts for 0.02% of the portfolio, ranked #552.

Beacon Pointe Advisors first reported a position in O in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.76M in Q2 2022. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Beacon Pointe Advisors held 60,676 shares of Realty Income worth $3.71M as of Q1 2026.
  • Beacon Pointe Advisors bought 14,405 Realty Income shares in Q1 2026, an estimated $902K.
  • Realty Income made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #552 holding.
  • Beacon Pointe Advisors first reported a position in Realty Income in Q4 2018 and has held it in 30 quarters since.
  • Beacon Pointe Advisors's Realty Income position peaked at $3.76M in Q2 2022.
  • 1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.