DFA
O icon

DHJJ Financial Advisors’s Realty Income O Stock Holding History

DHJJ 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 		$1.12K Hold
18
– – ﹤0.01% 808
2026
Q1 		$1.1K Hold
18
– – ﹤0.01% 801
2025
Q4 		$1.01K Hold
18
– – ﹤0.01% 779
2025
Q3 		$1.09K Hold
18
– – ﹤0.01% 749
2025
Q2 		$1.04K Hold
18
– – ﹤0.01% 734
2025
Q1 		$1.04K Hold
18
– – ﹤0.01% 685
2024
Q4 		$962 Hold
18
– – ﹤0.01% 661
2024
Q3 		$1.14K Hold
18
– – ﹤0.01% 631
2024
Q2 		$951 Hold
18
– – ﹤0.01% 604
2024
Q1 		$974 Buy
+18
New +$975 ﹤0.01% 588

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

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

DHJJ Financial Advisors held its Realty Income (O) position steady in Q2 2026 at 18 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

DHJJ Financial Advisors first reported a position in O in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.14K in Q3 2024. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • DHJJ Financial Advisors held 18 shares of Realty Income worth $1.12K as of Q2 2026.
  • DHJJ Financial Advisors left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #808 holding.
  • DHJJ Financial Advisors first reported a position in Realty Income in Q1 2024 and has held it in 10 quarters since.
  • DHJJ Financial Advisors's Realty Income position peaked at $1.14K in Q3 2024.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.