Everhart Financial Group’s Realty Income O Stock Holding History

Everhart Financial Group’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	$655K	Buy	10,578 +252	+2%	+$15.7K	0.04%	235
2026 Q1	$632K	Buy	10,326 +498	+5%	+$31.2K	0.05%	236
2025 Q4	$554K	Buy	9,828 +1,001	+11%	+$58K	0.05%	248
2025 Q3	$537K	Buy	8,827 +1,413	+19%	+$82.3K	0.05%	239
2025 Q2	$427K	Buy	7,414 +691	+10%	+$39.1K	0.05%	245
2025 Q1	$390K	Buy	6,723 +2,008	+43%	+$111K	0.05%	242
2024 Q4	$252K	Sell	4,715 -1,275	-21%	-$74.3K	0.05%	276
2024 Q3	$380K	Buy	5,990 +1,319	+28%	+$78.5K	0.08%	227
2024 Q2	$247K	Buy	+4,671	New	+$249K	0.06%	252

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Everhart Financial Group's O Position: Q2 2026 in Review

Everhart Financial Group increased its Realty Income (O) stake by 2.4% in Q2 2026, buying an estimated $15.7K and bringing the position to 10,578 shares worth $655K. The position accounts for 0.04% of the portfolio, ranked #235.

Everhart Financial Group first reported a position in O in Q2 2024 and has held it in 9 quarters since. 318 funds tracked by Wall St. Rank hold O as of Q2 2026.

Everhart Financial Group held 10,578 shares of Realty Income worth $655K as of Q2 2026.
Everhart Financial Group bought 252 Realty Income shares in Q2 2026, an estimated $15.7K.
Realty Income made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #235 holding.
Everhart Financial Group first reported a position in Realty Income in Q2 2024 and has held it in 9 quarters since.
318 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.