Everpar Advisors’s Realty Income O Stock Holding History

Everpar 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	$266K	Sell	4,295 -291	-6%	-$18.1K	0.08%	240
2026 Q1	$281K	Buy	+4,586	New	+$287K	0.1%	220
2025 Q4	–	Sell	-3,999	Closed	-$243K	–	293
2025 Q3	$243K	Buy	3,999 +445	+13%	+$25.9K	0.1%	239
2025 Q2	$205K	Buy	+3,554	New	+$201K	0.09%	260
2024 Q4	–	Sell	-3,439	Closed	-$218K	–	278
2024 Q3	$218K	Sell	3,439 -1,321	-28%	-$78.6K	0.11%	239
2024 Q2	$251K	Buy	4,760 +778	+20%	+$41.5K	0.13%	219
2024 Q1	$215K	Sell	3,982 -1,049	-21%	-$56.8K	0.13%	222
2023 Q4	$289K	Buy	+5,031	New	+$264K	0.13%	225

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

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

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

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

Everpar Advisors's O Position: Q2 2026 in Review

Everpar Advisors reduced its Realty Income (O) stake by 6.3% in Q2 2026, selling an estimated $18.1K and leaving 4,295 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #240.

Everpar Advisors first reported a position in O in Q4 2023 and has held it in 8 quarters since. The position peaked at $289K in Q4 2023. 213 funds tracked by Wall St. Rank hold O as of Q2 2026.

Everpar Advisors held 4,295 shares of Realty Income worth $266K as of Q2 2026.
Everpar Advisors sold 291 Realty Income shares in Q2 2026, an estimated $18.1K.
Realty Income made up 0.08% of Everpar Advisors's portfolio in Q2 2026, its #240 holding.
Everpar Advisors first reported a position in Realty Income in Q4 2023 and has held it in 8 quarters since.
Everpar Advisors's Realty Income position peaked at $289K in Q4 2023.
213 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.