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Bell Investment Advisors’s Realty Income O Stock Holding History

Bell Investment 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
2026
Q2 		$46.8K Buy
756
+119
+19% +$7.42K 0.01% 285
2026
Q1 		$39K Sell
637
-8
-1% -$501 0.01% 299
2025
Q4 		$36.4K Buy
645
+163
+34% +$9.44K 0.01% 295
2025
Q3 		$29.3K Sell
482
-1
-0.2% -$58 ﹤0.01% 326
2025
Q2 		$27.8K Buy
483
+9
+2% +$509 ﹤0.01% 342
2025
Q1 		$27.5K Buy
474
+10
+2% +$554 0.01% 316
2024
Q4 		$24.8K Sell
464
-46
-9% -$2.68K ﹤0.01% 334
2024
Q3 		$32.3K Sell
510
-29
-5% -$1.73K 0.01% 298
2024
Q2 		$28.5K Buy
539
+10
+2% +$534 0.01% 310
2024
Q1 		$28.6K Buy
529
+217
+70% +$11.8K 0.01% 307
2023
Q4 		$17.9K Sell
312
-198
-39% -$10.4K ﹤0.01% 382
2023
Q3 		$25.5K Buy
510
+103
+25% +$5.92K 0.01% 266
2023
Q2 		$24.3K Sell
407
-124
-23% -$7.57K 0.01% 275
2023
Q1 		$33.6K Buy
531
+42
+9% +$2.72K 0.01% 217
2022
Q4 		$31K Buy
489
+59
+14% +$3.66K 0.01% 229
2022
Q3 		$25K Buy
430
+15
+4% +$1.03K 0.01% 224
2022
Q2 		$28K Buy
+415
New +$28.5K 0.01% 212
2021
Q4 		$25K Buy
356
+7
+2% +$481 0.01% 268
2021
Q3 		$22K Buy
+349
New +$23.6K 0.01% 266

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bell Investment Advisors's O Position: Q2 2026 in Review

Bell Investment Advisors increased its Realty Income (O) stake by 19% in Q2 2026, buying an estimated $7.42K and bringing the position to 756 shares worth $46.8K. The position accounts for 0.01% of the portfolio, ranked #285.

Bell Investment Advisors first reported a position in O in Q3 2021 and has held it in 19 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Bell Investment Advisors held 756 shares of Realty Income worth $46.8K as of Q2 2026.
  • Bell Investment Advisors bought 119 Realty Income shares in Q2 2026, an estimated $7.42K.
  • Realty Income made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #285 holding.
  • Bell Investment Advisors first reported a position in Realty Income in Q3 2021 and has held it in 19 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.