Benchmark Investment Advisors’s Realty Income O Stock Holding History

Benchmark 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	$421K	Hold	6,800	–	–	0.18%	58
2026 Q1	$416K	Buy	+6,800	New	+$426K	0.24%	58
2025 Q3	$413K	Buy	+6,800	New	+$396K	0.24%	58
2025 Q1	$421K	Hold	7,256	–	–	0.27%	67
2024 Q4	$388K	Sell	7,256 -65	-0.9%	-$3.79K	0.25%	62
2024 Q3	$464K	Hold	7,321	–	–	0.33%	59
2024 Q2	$387K	Sell	7,321 -100	-1%	-$5.34K	0.28%	63
2024 Q1	$401K	Hold	7,421	–	–	0.32%	67
2023 Q4	$426K	Buy	7,421 +65	+0.9%	+$3.41K	0.39%	61
2023 Q3	$367K	Hold	7,356	–	–	0.37%	63
2023 Q2	$440K	Buy	7,356 +456	+7%	+$27.8K	0.41%	60
2023 Q1	$437K	Hold	6,900	–	–	0.45%	58
2022 Q4	$438K	Hold	6,900	–	–	0.46%	63
2022 Q3	$402K	Hold	6,900	–	–	0.43%	64
2022 Q2	$471K	Hold	6,900	–	–	0.49%	64
2022 Q1	$478K	Hold	6,900	–	–	0.36%	71
2021 Q4	$494K	Buy	+6,900	New	+$474K	0.41%	66

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Benchmark Investment Advisors held its Realty Income (O) position steady in Q2 2026 at 6,800 shares worth $421K. The position accounts for 0.18% of the portfolio, ranked #58.

Benchmark Investment Advisors first reported a position in O in Q4 2021 and has held it in 17 quarters since. The position peaked at $494K in Q4 2021. 1,460 funds tracked by Wall St. Rank hold O as of Q2 2026.

Benchmark Investment Advisors held 6,800 shares of Realty Income worth $421K as of Q2 2026.
Benchmark Investment Advisors left its Realty Income share count unchanged in Q2 2026.
Realty Income made up 0.18% of Benchmark Investment Advisors's portfolio in Q2 2026, its #58 holding.
Benchmark Investment Advisors first reported a position in Realty Income in Q4 2021 and has held it in 17 quarters since.
Benchmark Investment Advisors's Realty Income position peaked at $494K in Q4 2021.
1,460 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Benchmark Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.