DAS
O icon

Dynamic Advisor Solutions’s Realty Income O Stock Holding History

Dynamic Advisor 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 		$1.33M Buy
21,399
+421
+2% +$26.2K 0.04% 425
2026
Q1 		$1.28M Buy
20,978
+3,225
+18% +$202K 0.04% 408
2025
Q4 		$1M Sell
17,753
-10,168
-36% -$589K 0.03% 458
2025
Q3 		$1.7M Buy
27,921
+2,060
+8% +$120K 0.05% 354
2025
Q2 		$1.49M Buy
25,861
+534
+2% +$30.2K 0.05% 354
2025
Q1 		$1.47M Buy
25,327
+1,582
+7% +$87.6K 0.05% 342
2024
Q4 		$1.27M Buy
23,745
+4,371
+23% +$255K 0.05% 273
2024
Q3 		$1.23M Buy
19,374
+9,090
+88% +$541K 0.04% 401
2024
Q2 		$543K Sell
10,284
-2,087
-17% -$111K 0.02% 606
2024
Q1 		$669K Buy
12,371
+801
+7% +$43.4K 0.02% 536
2023
Q4 		$670K Buy
11,570
+5,231
+83% +$275K 0.03% 509
2023
Q3 		$317K Buy
6,339
+403
+7% +$23.2K 0.02% 642
2023
Q2 		$355K Buy
5,936
+737
+14% +$45K 0.02% 584
2023
Q1 		$329K Sell
5,199
-12
-0.2% -$778 0.02% 572
2022
Q4 		$331K Buy
5,211
+480
+10% +$29.8K 0.02% 531
2022
Q3 		$275K Sell
4,731
-2,197
-32% -$151K 0.02% 548
2022
Q2 		$473K Buy
6,928
+1,125
+19% +$77.3K 0.04% 412
2022
Q1 		$402K Buy
5,803
+1,958
+51% +$133K 0.03% 483
2021
Q4 		$275K Sell
3,845
-732
-16% -$50.3K 0.02% 595
2021
Q3 		$288K Sell
4,577
-75
-2% -$5.06K 0.02% 588
2021
Q2 		$301K Sell
4,652
-83
-2% -$5.45K 0.02% 542
2021
Q1 		$291K Sell
4,735
-408
-8% -$24.2K 0.03% 511
2020
Q4 		$310K Buy
+5,143
New +$304K 0.03% 483
2020
Q3 		– Sell
-5,163
Closed -$298K – 635
2020
Q2 		$298K Sell
5,163
-364
-7% -$19.4K 0.04% 389
2020
Q1 		$267K Sell
5,527
-554
-9% -$38.6K 0.05% 354
2019
Q4 		$434K Buy
6,081
+209
+4% +$15.6K 0.06% 332
2019
Q3 		$436K Sell
5,872
-93
-2% -$6.52K 0.07% 300
2019
Q2 		$399K Buy
5,965
+248
+4% +$16.9K 0.06% 304
2019
Q1 		$408K Buy
5,717
+268
+5% +$17.8K 0.08% 256
2018
Q4 		$344K Buy
5,449
+309
+6% +$18.5K 0.07% 262
2018
Q3 		$283K Buy
5,140
+378
+8% +$20.8K 0.06% 317
2018
Q2 		$249K Buy
4,762
+104
+2% +$5.27K 0.06% 332
2018
Q1 		$234K Buy
+4,658
New +$232K 0.06% 303
2016
Q3 		– Sell
-32,614
Closed -$2.19M – 236
2016
Q2 		$2.19M Sell
32,614
-1,701
-5% -$103K 0.89% 29
2016
Q1 		$2.08M Sell
34,315
-53,938
-61% -$3M 0.88% 30
2015
Q4 		$4.42M Buy
88,253
+2,772
+3% +$132K 1.83% 7
2015
Q3 		$3.92M Buy
+85,481
New +$3.86M 1.98% 8

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
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
TA
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

Dynamic Advisor Solutions's O Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Realty Income (O) stake by 2% in Q2 2026, buying an estimated $26.2K and bringing the position to 21,399 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #425.

Dynamic Advisor Solutions first reported a position in O in Q3 2015 and has held it in 37 quarters since. The position peaked at $4.42M in Q4 2015. 213 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Dynamic Advisor Solutions held 21,399 shares of Realty Income worth $1.33M as of Q2 2026.
  • Dynamic Advisor Solutions bought 421 Realty Income shares in Q2 2026, an estimated $26.2K.
  • Realty Income made up 0.04% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #425 holding.
  • Dynamic Advisor Solutions first reported a position in Realty Income in Q3 2015 and has held it in 37 quarters since.
  • Dynamic Advisor Solutions's Realty Income position peaked at $4.42M in Q4 2015.
  • 213 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.