Diversify Advisory Services’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.58M Buy
+85,209
New +$5.31M 0.09% 206
2026
Q1
Sell
-22,237
Closed -$1.37M 642
2025
Q4
$1.37M Buy
22,237
+4,110
+23% +$238K 0.04% 301
2025
Q3
$1.06M Buy
+18,127
New +$1.06M 0.04% 358
2024
Q2
Sell
-3,955
Closed -$211K 697
2024
Q1
$211K Buy
+3,955
New +$214K 0.01% 603

Other funds holding O

Diversify Advisory Services's O Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Realty Income (O) in Q2 2026: 85,209 shares worth $5.58M. The stake represents 0.09% of the portfolio and ranks #206 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in O as recently as Q4 2025.

Diversify Advisory Services first reported a position in O in Q1 2024 and has held it in 4 quarters since. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Diversify Advisory Services held 85,209 shares of Realty Income worth $5.58M as of Q2 2026.
  • Realty Income was a new Diversify Advisory Services position in Q2 2026.
  • Realty Income made up 0.09% of Diversify Advisory Services's portfolio in Q2 2026, its #206 holding.
  • Diversify Advisory Services first reported a position in Realty Income in Q1 2024 and has held it in 4 quarters since.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.