Certified Advisory Corp’s Realty Income O Stock Holding History

Certified Advisory Corp’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	$202K	Buy	+3,254	New	+$203K	0.02%	322
2023 Q4	–	Sell	-6,234	Closed	-$311K	–	302
2023 Q3	$311K	Sell	6,234 -287	-4%	-$16.5K	0.06%	185
2023 Q2	$390K	Sell	6,521 -782	-11%	-$47.7K	0.07%	165
2023 Q1	$462K	Buy	7,303 +217	+3%	+$14.1K	0.08%	171
2022 Q4	$449K	Sell	7,086 -274	-4%	-$17K	0.09%	166
2022 Q3	$428K	Buy	7,360 +2,651	+56%	+$183K	0.1%	164
2022 Q2	$321K	Sell	4,709 -74	-2%	-$5.08K	0.07%	172
2022 Q1	$331K	Sell	4,783 -99	-2%	-$6.73K	0.07%	176
2021 Q4	$350K	Buy	4,882 +1,044	+27%	+$71.8K	0.08%	181
2021 Q3	$241K	Buy	3,838 +288	+8%	+$19.4K	0.06%	195
2021 Q2	$230K	Buy	3,550 +9	+0.3%	+$591	0.06%	198
2021 Q1	$218K	Buy	+3,541	New	+$210K	0.06%	186
2020 Q2	$277K	Sell	4,804 -989	-17%	-$52.7K	0.09%	162
2020 Q1	$280K	Sell	5,793 -832	-13%	-$57.9K	0.11%	142
2019 Q4	$473K	Buy	6,625 +816	+14%	+$60.8K	0.15%	121
2019 Q3	$432K	Sell	5,809 -148	-2%	-$10.4K	0.15%	122
2019 Q2	$398K	Sell	5,957 -325	-5%	-$22.2K	0.15%	122
2019 Q1	$448K	Sell	6,282 -1,202	-16%	-$79.7K	0.19%	106
2018 Q4	$457K	Buy	7,484 +1,145	+18%	+$68.4K	0.24%	91
2018 Q3	$349K	Sell	6,339 -1,041	-14%	-$57.3K	0.16%	111
2018 Q2	$185K	Sell	7,380 -3,179	-30%	-$161K	0.1%	146
2018 Q1	$529K	Buy	10,559 +3,052	+41%	+$152K	0.31%	79
2017 Q4	$414K	Buy	+7,507	New	+$407K	0.3%	73

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

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

Certified Advisory Corp's O Position: Q2 2026 in Review

Certified Advisory Corp opened a new position in Realty Income (O) in Q2 2026: 3,254 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #322 among its holdings. This is a return to the name: Certified Advisory Corp previously reported a position in O as recently as Q3 2023.

Certified Advisory Corp first reported a position in O in Q4 2017 and has held it in 23 quarters since. The position peaked at $529K in Q1 2018. 213 funds tracked by Wall St. Rank hold O as of Q2 2026.

Certified Advisory Corp held 3,254 shares of Realty Income worth $202K as of Q2 2026.
Realty Income was a new Certified Advisory Corp position in Q2 2026.
Realty Income made up 0.02% of Certified Advisory Corp's portfolio in Q2 2026, its #322 holding.
Certified Advisory Corp first reported a position in Realty Income in Q4 2017 and has held it in 23 quarters since.
Certified Advisory Corp's Realty Income position peaked at $529K in Q1 2018.
213 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.