CAI
O icon

Capital Advisors Inc’s Realty Income O Stock Holding History

Capital Advisors Inc’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 		$62M Buy
1,000,606
+165,559
+20% +$10.3M 0.91% 37
2026
Q1 		$51.1M Buy
835,047
+154,204
+23% +$9.65M 0.82% 44
2025
Q4 		$38.4M Buy
680,843
+6,240
+0.9% +$361K 0.62% 67
2025
Q3 		$41M Buy
674,603
+133,856
+25% +$7.8M 0.69% 58
2025
Q2 		$31.2M Buy
540,747
+6,235
+1% +$353K 0.56% 70
2025
Q1 		$31M Buy
+534,512
New +$29.6M 0.62% 67

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

Capital Advisors Inc's O Position: Q2 2026 in Review

Capital Advisors Inc increased its Realty Income (O) stake by 20% in Q2 2026, buying an estimated $10.3M and bringing the position to 1,000,606 shares worth $62M. The position accounts for 0.91% of the portfolio, ranked #37.

Capital Advisors Inc first reported a position in O in Q1 2025 and has held it in 6 quarters since. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Capital Advisors Inc held 1,000,606 shares of Realty Income worth $62M as of Q2 2026.
  • Capital Advisors Inc bought 165,559 Realty Income shares in Q2 2026, an estimated $10.3M.
  • Realty Income made up 0.91% of Capital Advisors Inc's portfolio in Q2 2026, its #37 holding.
  • Capital Advisors Inc first reported a position in Realty Income in Q1 2025 and has held it in 6 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.