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Benedict Financial Advisors’s Realty Income O Stock Holding History

Benedict Financial 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 		$2.09M Buy
33,786
+8,818
+35% +$550K 0.41% 84
2026
Q1 		$1.53M Buy
24,968
+608
+2% +$38.1K 0.32% 92
2025
Q4 		$1.37M Buy
24,360
+673
+3% +$39K 0.29% 94
2025
Q3 		$1.44M Buy
23,687
+1,172
+5% +$68.3K 0.31% 91
2025
Q2 		$1.3M Buy
22,515
+646
+3% +$36.5K 0.29% 89
2025
Q1 		$1.27M Buy
21,869
+317
+1% +$17.5K 0.29% 90
2024
Q4 		$1.15M Sell
21,552
-382
-2% -$22.2K 0.28% 88
2024
Q3 		$1.39M Sell
21,934
-111
-0.5% -$6.61K 0.33% 88
2024
Q2 		$1.16M Buy
22,045
+65
+0.3% +$3.47K 0.3% 90
2024
Q1 		$1.19M Buy
21,980
+33
+0.2% +$1.79K 0.3% 91
2023
Q4 		$1.26M Sell
21,947
-191
-0.9% -$10K 0.34% 87
2023
Q3 		$1.11M Buy
22,138
+527
+2% +$30.3K 0.32% 88
2023
Q2 		$1.29M Buy
21,611
+172
+0.8% +$10.5K 0.36% 87
2023
Q1 		$1.36M Sell
21,439
-51
-0.2% -$3.31K 0.38% 82
2022
Q4 		$1.36M Buy
21,490
+320
+2% +$19.9K 0.4% 78
2022
Q3 		$1.23M Sell
21,170
-17
-0.1% -$1.17K 0.39% 82
2022
Q2 		$1.45M Buy
21,187
+686
+3% +$47.1K 0.43% 74
2022
Q1 		$1.42M Buy
20,501
+403
+2% +$27.4K 0.38% 81
2021
Q4 		$1.44M Sell
20,098
-571
-3% -$39.3K 0.38% 84
2021
Q3 		$1.3M Buy
20,669
+180
+0.9% +$12.2K 0.36% 85
2021
Q2 		$1.32M Buy
20,489
+158
+0.8% +$10.4K 0.37% 84
2021
Q1 		$1.25M Sell
20,331
-19
-0.1% -$1.13K 0.36% 83
2020
Q4 		$1.23M Buy
20,350
+47
+0.2% +$2.78K 0.44% 70
2020
Q3 		$1.2M Sell
20,303
-99
-0.5% -$5.85K 0.46% 70
2020
Q2 		$1.18M Sell
20,402
-355
-2% -$18.9K 0.49% 65
2020
Q1 		$1M Sell
20,757
-500
-2% -$34.8K 0.47% 65
2019
Q4 		$1.52M Sell
21,257
-369
-2% -$27.5K 0.59% 53
2019
Q3 		$1.61M Sell
21,626
-860
-4% -$60.3K 0.66% 53
2019
Q2 		$1.5M Sell
22,486
-57
-0.3% -$3.89K 0.63% 54
2019
Q1 		$1.61M Sell
22,543
-261
-1% -$17.3K 0.7% 52
2018
Q4 		$1.39M Sell
22,804
-36
-0.2% -$2.15K 0.69% 51
2018
Q3 		$1.26M Sell
22,840
-251
-1% -$13.8K 0.56% 59
2018
Q2 		$1.2M Buy
23,091
+143
+0.6% +$7.25K 0.6% 58
2018
Q1 		$1.15M Sell
22,948
-250
-1% -$12.5K 0.58% 60
2017
Q4 		$1.28M Sell
23,198
-171
-0.7% -$9.28K 0.62% 52
2017
Q3 		$1.29M Sell
23,369
-156
-0.7% -$8.67K 0.67% 50
2017
Q2 		$1.31M Sell
23,525
-7
-0% -$387 0.68% 49
2017
Q1 		$1.36M Sell
23,532
-69
-0.3% -$4K 0.74% 47
2016
Q4 		$1.31M Sell
23,601
-131
-0.6% -$7.35K 0.76% 45
2016
Q3 		$1.5M Sell
23,732
-1,328
-5% -$87.7K 0.88% 43
2016
Q2 		$1.69M Sell
25,060
-711
-3% -$43.1K 0.99% 41
2016
Q1 		$1.56M Sell
25,771
-82
-0.3% -$4.56K 0.95% 42
2015
Q4 		$1.29M Sell
25,853
-213
-0.8% -$10.2K 0.82% 48
2015
Q3 		$1.2M Sell
26,066
-13
-0% -$587 0.83% 46
2015
Q2 		$1.18M Sell
26,079
-770
-3% -$35.2K 0.77% 50
2015
Q1 		$1.28M Buy
26,849
+309
+1% +$15.5K 0.82% 46
2014
Q4 		$1.31M Buy
+26,540
New +$1.18M 0.86% 44

Other funds holding O

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Benedict Financial Advisors's O Position: Q2 2026 in Review

Benedict Financial Advisors increased its Realty Income (O) stake by 35% in Q2 2026, buying an estimated $550K and bringing the position to 33,786 shares worth $2.09M. The position accounts for 0.41% of the portfolio, ranked #84.

Benedict Financial Advisors first reported a position in O in Q4 2014 and has held it in 47 quarters since. 213 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Benedict Financial Advisors held 33,786 shares of Realty Income worth $2.09M as of Q2 2026.
  • Benedict Financial Advisors bought 8,818 Realty Income shares in Q2 2026, an estimated $550K.
  • Realty Income made up 0.41% of Benedict Financial Advisors's portfolio in Q2 2026, its #84 holding.
  • Benedict Financial Advisors first reported a position in Realty Income in Q4 2014 and has held it in 47 quarters since.
  • 213 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.