Edgemoor Investment Advisors’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 | $13.4M | Buy |
215,968
+4,924
| +2% | +$307K | 0.91% | 29 |
|
|
2026
Q1 | $12.9M | Buy |
211,044
+5,652
| +3% | +$354K | 1.02% | 30 |
|
|
2025
Q4 | $11.6M | Buy |
205,392
+11,674
| +6% | +$676K | 0.9% | 29 |
|
|
2025
Q3 | $11.8M | Buy |
193,718
+12,722
| +7% | +$741K | 0.91% | 29 |
|
|
2025
Q2 | $10.4M | Buy |
180,996
+3,491
| +2% | +$197K | 0.9% | 30 |
|
|
2025
Q1 | $10.3M | Buy |
177,505
+4,645
| +3% | +$257K | 0.95% | 31 |
|
|
2024
Q4 | $9.23M | Buy |
172,860
+1,117
| +0.7% | +$65.1K | 0.81% | 33 |
|
|
2024
Q3 | $10.9M | Buy |
171,743
+4,489
| +3% | +$267K | 0.95% | 27 |
|
|
2024
Q2 | $8.83M | Buy |
167,254
+8,178
| +5% | +$437K | 0.82% | 33 |
|
|
2024
Q1 | $8.61M | Buy |
159,076
+15,682
| +11% | +$849K | 0.81% | 33 |
|
|
2023
Q4 | $8.23M | Buy |
143,394
+1,388
| +1% | +$72.9K | 0.86% | 30 |
|
|
2023
Q3 | $7.09M | Buy |
142,006
+5,669
| +4% | +$326K | 0.84% | 32 |
|
|
2023
Q2 | $8.15M | Sell |
136,337
-2,468
| -2% | -$151K | 0.92% | 29 |
|
|
2023
Q1 | $8.79M | Sell |
138,805
-131
| -0.1% | -$8.49K | 1.07% | 27 |
|
|
2022
Q4 | $8.81M | Buy |
138,936
+1,583
| +1% | +$98.3K | 1.1% | 29 |
|
|
2022
Q3 | $7.99M | Sell |
137,353
-1,049
| -0.8% | -$72.3K | 1.06% | 31 |
|
|
2022
Q2 | $9.45M | Sell |
138,402
-313
| -0.2% | -$21.5K | 1.19% | 28 |
|
|
2022
Q1 | $9.61M | Buy |
138,715
+36
| +0% | +$2.45K | 1.01% | 32 |
|
|
2021
Q4 | $9.93M | Sell |
138,679
-4,557
| -3% | -$313K | 1.02% | 33 |
|
|
2021
Q3 | $9M | Sell |
143,236
-14,545
| -9% | -$982K | 1.02% | 34 |
|
|
2021
Q2 | $10.2M | Sell |
157,781
-524
| -0.3% | -$34.4K | 0.95% | 39 |
|
|
2021
Q1 | $9.74M | Sell |
158,305
-194
| -0.1% | -$11.5K | 0.98% | 38 |
|
|
2020
Q4 | $9.55M | Buy |
158,499
+36
| +0% | +$2.13K | 1.07% | 36 |
|
|
2020
Q3 | $9.33M | Sell |
158,463
-1,015
| -0.6% | -$60K | 1.15% | 31 |
|
|
2020
Q2 | $9.2M | Sell |
159,478
-1,378
| -0.9% | -$73.4K | 1.24% | 32 |
|
|
2020
Q1 | $7.77M | Sell |
160,856
-3,840
| -2% | -$267K | 1.27% | 31 |
|
|
2019
Q4 | $11.8M | Sell |
164,696
-4,761
| -3% | -$355K | 1.34% | 27 |
|
|
2019
Q3 | $12.6M | Sell |
169,457
-647
| -0.4% | -$45.4K | 1.56% | 22 |
|
|
2019
Q2 | $11.4M | Sell |
170,104
-2,437
| -1% | -$166K | 1.44% | 27 |
|
|
2019
Q1 | $12.3M | Sell |
172,541
-1,132
| -0.7% | -$75K | 1.62% | 19 |
|
|
2018
Q4 | $10.6M | Sell |
173,673
-2,166
| -1% | -$129K | 1.58% | 19 |
|
|
2018
Q3 | $9.69M | Sell |
175,839
-1,153
| -0.7% | -$63.5K | 1.2% | 29 |
|
|
2018
Q2 | $9.22M | Sell |
176,992
-2,410
| -1% | -$122K | 1.23% | 28 |
|
|
2018
Q1 | $8.99M | Sell |
179,402
-4,546
| -2% | -$227K | 1.2% | 32 |
|
|
2017
Q4 | $9.44M | Sell |
183,948
-885
| -0.5% | -$48K | 1.19% | 33 |
|
|
2017
Q3 | $10.2M | Sell |
184,833
-1,182
| -0.6% | -$65.7K | 1.39% | 29 |
|
|
2017
Q2 | $9.95M | Sell |
186,015
-2,943
| -2% | -$163K | 1.36% | 26 |
|
|
2017
Q1 | $10.9M | Sell |
188,958
-8,036
| -4% | -$465K | 1.55% | 22 |
|
|
2016
Q4 | $11M | Sell |
196,994
-6,663
| -3% | -$374K | 1.67% | 19 |
|
|
2016
Q3 | $13.2M | Sell |
203,657
-4,818
| -2% | -$318K | 2.03% | 13 |
|
|
2016
Q2 | $14M | Sell |
208,475
-1,076
| -0.5% | -$65.3K | 2.21% | 12 |
|
|
2016
Q1 | $12.7M | Sell |
209,551
-4,616
| -2% | -$257K | 1.98% | 15 |
|
|
2015
Q4 | $10.7M | Sell |
214,167
-1,965
| -0.9% | -$93.9K | 1.61% | 17 |
|
|
2015
Q3 | $9.93M | Buy |
216,132
+8,305
| +4% | +$375K | 1.51% | 22 |
|
|
2015
Q2 | $8.94M | Buy |
207,827
+11,901
| +6% | +$544K | 1.3% | 27 |
|
|
2015
Q1 | $9.8M | Sell |
195,926
-248
| -0.1% | -$12.4K | 1.39% | 25 |
|
|
2014
Q4 | $9.07M | Sell |
196,174
-1,652
| -0.8% | -$73.2K | 1.33% | 28 |
|
|
2014
Q3 | $7.82M | Buy |
197,826
+8,894
| +5% | +$379K | 1.15% | 35 |
|
|
2014
Q2 | $8.13M | Buy |
188,932
+34,401
| +22% | +$1.44M | 1.2% | 36 |
|
|
2014
Q1 | $6.12M | Buy |
154,531
+50,749
| +49% | +$2.01M | 0.97% | 42 |
|
|
2013
Q4 | $3.75M | Buy |
+103,782
| New | +$3.99M | 0.6% | 57 |
|
Other funds holding O
Edgemoor Investment Advisors's O Position: Q2 2026 in Review
Edgemoor Investment Advisors increased its Realty Income (O) stake by 2.3% in Q2 2026, buying an estimated $307K and bringing the position to 215,968 shares worth $13.4M. The position accounts for 0.91% of the portfolio, ranked #29.
Edgemoor Investment Advisors first reported a position in O in Q4 2013 and has held it in 51 quarters since. The position peaked at $14M in Q2 2016. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Edgemoor Investment Advisors held 215,968 shares of Realty Income worth $13.4M as of Q2 2026.
- Edgemoor Investment Advisors bought 4,924 Realty Income shares in Q2 2026, an estimated $307K.
- Realty Income made up 0.91% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #29 holding.
- Edgemoor Investment Advisors first reported a position in Realty Income in Q4 2013 and has held it in 51 quarters since.
- Edgemoor Investment Advisors's Realty Income position peaked at $14M in Q2 2016.
- 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.