Belpointe Asset Management’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 | $1.24M | Sell |
20,055
-532
| -3% | -$33.2K | 0.04% | 423 |
|
|
2026
Q1 | $1.26M | Sell |
20,587
-5,007
| -20% | -$313K | 0.05% | 368 |
|
|
2025
Q4 | $1.44M | Sell |
25,594
-6,389
| -20% | -$370K | 0.05% | 311 |
|
|
2025
Q3 | $1.94M | Sell |
31,983
-6,772
| -17% | -$395K | 0.07% | 226 |
|
|
2025
Q2 | $2.23M | Buy |
38,755
+1,909
| +5% | +$108K | 0.09% | 186 |
|
|
2025
Q1 | $2.14M | Buy |
36,846
+16,194
| +78% | +$896K | 0.11% | 164 |
|
|
2024
Q4 | $1.28M | Sell |
20,652
-6,514
| -24% | -$379K | 0.08% | 250 |
|
|
2024
Q3 | $1.72M | Buy |
27,166
+8,373
| +45% | +$498K | 0.1% | 191 |
|
|
2024
Q2 | $993K | Sell |
18,793
-5,131
| -21% | -$274K | 0.07% | 276 |
|
|
2024
Q1 | $1.29M | Sell |
23,924
-435
| -2% | -$23.6K | 0.1% | 207 |
|
|
2023
Q4 | $1.4M | Buy |
24,359
+3,295
| +16% | +$173K | 0.12% | 165 |
|
|
2023
Q3 | $1.05M | Buy |
21,064
+1,392
| +7% | +$80K | 0.11% | 185 |
|
|
2023
Q2 | $1.18M | Sell |
19,672
-7,243
| -27% | -$442K | 0.12% | 155 |
|
|
2023
Q1 | $1.7M | Sell |
26,915
-1,352
| -5% | -$87.6K | 0.09% | 228 |
|
|
2022
Q4 | $1.79M | Buy |
28,267
+2,304
| +9% | +$143K | 0.11% | 192 |
|
|
2022
Q3 | $1.51M | Buy |
25,963
+1,862
| +8% | +$128K | 0.1% | 215 |
|
|
2022
Q2 | $1.64M | Buy |
24,101
+2,807
| +13% | +$193K | 0.11% | 199 |
|
|
2022
Q1 | $1.48M | Buy |
21,294
+2,169
| +11% | +$147K | 0.09% | 240 |
|
|
2021
Q4 | $1.37M | Buy |
19,125
+423
| +2% | +$29.1K | 0.09% | 239 |
|
|
2021
Q3 | $1.18M | Buy |
18,702
+403
| +2% | +$27.2K | 0.08% | 271 |
|
|
2021
Q2 | $1.18M | Buy |
18,299
+12,545
| +218% | +$824K | 0.09% | 255 |
|
|
2021
Q1 | $354K | Buy |
5,754
+149
| +3% | +$8.83K | 0.03% | 536 |
|
|
2020
Q4 | $337K | Buy |
5,605
+665
| +13% | +$39.3K | 0.03% | 515 |
|
|
2020
Q3 | $292K | Buy |
4,940
+139
| +3% | +$8.22K | 0.03% | 446 |
|
|
2020
Q2 | $277K | Sell |
4,801
-195
| -4% | -$10.4K | 0.04% | 426 |
|
|
2020
Q1 | $242K | Sell |
4,996
-3,012
| -38% | -$210K | 0.04% | 392 |
|
|
2019
Q4 | $571K | Buy |
8,008
+2,472
| +45% | +$184K | 0.07% | 298 |
|
|
2019
Q3 | $411K | Sell |
5,536
-11
| -0.2% | -$771 | 0.07% | 329 |
|
|
2019
Q2 | $371K | Sell |
5,547
-504
| -8% | -$34.4K | 0.07% | 291 |
|
|
2019
Q1 | $432K | Buy |
6,051
+2,896
| +92% | +$192K | 0.08% | 185 |
|
|
2018
Q4 | $193K | Buy |
3,155
+696
| +28% | +$41.6K | 0.05% | 347 |
|
|
2018
Q3 | $136K | Buy |
+2,459
| New | +$135K | 0.02% | 559 |
|
Other funds holding O
Belpointe Asset Management's O Position: Q2 2026 in Review
Belpointe Asset Management reduced its Realty Income (O) stake by 2.6% in Q2 2026, selling an estimated $33.2K and leaving 20,055 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #423.
Belpointe Asset Management first reported a position in O in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.23M in Q2 2025. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Belpointe Asset Management held 20,055 shares of Realty Income worth $1.24M as of Q2 2026.
- Belpointe Asset Management sold 532 Realty Income shares in Q2 2026, an estimated $33.2K.
- Realty Income made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #423 holding.
- Belpointe Asset Management first reported a position in Realty Income in Q3 2018 and has held it in 32 quarters since.
- Belpointe Asset Management's Realty Income position peaked at $2.23M in Q2 2025.
- 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.