Coppell Advisory Solutions’s Realty Income O Stock Holding History

Coppell Advisory Solutions’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	$6.81M	Buy	+65,318	New	+$4.07M	0.56%	34
2026 Q1	–	Sell	-34,248	Closed	-$1.95M	–	245
2025 Q4	$1.95M	Buy	34,248 +473	+1%	+$27.4K	0.19%	106
2025 Q3	$2.05M	Sell	33,775 -144	-0.4%	-$8.39K	0.22%	100
2025 Q2	$1.93M	Sell	33,919 -80	-0.2%	-$4.52K	0.23%	96
2025 Q1	$1.95M	Sell	33,999 -953	-3%	-$52.8K	0.27%	84
2024 Q4	$1.84M	Buy	34,952 +13	+0%	+$757	0.26%	82
2024 Q3	$2.19M	Buy	34,939 +1,438	+4%	+$85.6K	0.32%	70
2024 Q2	$1.77M	Buy	+33,501	New	+$1.79M	0.29%	77
2023 Q4	$1.8M	Sell	31,377 -1,755	-5%	-$92.1K	0.36%	67
2023 Q3	$2.1M	Buy	33,132 +370	+1%	+$21.3K	0.72%	34
2023 Q2	$1.97M	Sell	32,762 -812	-2%	-$49.6K	0.56%	39
2023 Q1	$2.1M	Buy	33,574 +442	+1%	+$28.6K	0.69%	33
2022 Q4	$2.1M	Buy	+33,132	New	+$2.06M	0.71%	34
2020 Q4	$814K	Buy	+13,506	New	+$798K	0.41%	63

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

Coppell Advisory Solutions's O Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Realty Income (O) in Q2 2026: 65,318 shares worth $6.81M. The stake represents 0.56% of the portfolio and ranks #34 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in O as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in O in Q4 2020 and has held it in 14 quarters since. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

Coppell Advisory Solutions held 65,318 shares of Realty Income worth $6.81M as of Q2 2026.
Realty Income was a new Coppell Advisory Solutions position in Q2 2026.
Realty Income made up 0.56% of Coppell Advisory Solutions's portfolio in Q2 2026, its #34 holding.
Coppell Advisory Solutions first reported a position in Realty Income in Q4 2020 and has held it in 14 quarters since.
1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.