Fiduciary Alliance’s Realty Income O Stock Holding History

Fiduciary Alliance’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 Q3	$622K	Sell	11,459 -8,367	-42%	-$516K	0.05%	284
2026 Q2	$1.23M	Buy	19,826 +427	+2%	+$26.6K	0.08%	239
2026 Q1	$1.24M	Buy	19,399 +342	+2%	+$21.4K	0.07%	236
2025 Q4	$1.07M	Buy	19,057 +3,272	+21%	+$189K	0.07%	233
2025 Q3	$960K	Buy	15,785 +11,066	+234%	+$645K	0.06%	242
2025 Q2	$272K	Buy	+4,719	New	+$267K	0.02%	404
2023 Q3	–	Sell	-1,539	Closed	-$92K	–	674
2023 Q2	$92K	Buy	+1,539	New	+$93.9K	0.02%	226
2023 Q1	–	Sell	-834	Closed	-$52.9K	–	612
2022 Q4	$52.9K	Buy	+834	New	+$51.8K	0.01%	221

Other funds holding O

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Fiduciary Alliance's O Position: Q3 2026 in Review

Fiduciary Alliance reduced its Realty Income (O) stake by 42% in Q3 2026, selling an estimated $516K and leaving 11,459 shares worth $622K. The position accounts for 0.05% of the portfolio, ranked #284.

Fiduciary Alliance first reported a position in O in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.24M in Q1 2026. 560 funds tracked by Wall St. Rank hold O as of Q3 2026.

Fiduciary Alliance held 11,459 shares of Realty Income worth $622K as of Q3 2026.
Fiduciary Alliance sold 8,367 Realty Income shares in Q3 2026, an estimated $516K.
Realty Income made up 0.05% of Fiduciary Alliance's portfolio in Q3 2026, its #284 holding.
Fiduciary Alliance first reported a position in Realty Income in Q4 2022 and has held it in 8 quarters since.
Fiduciary Alliance's Realty Income position peaked at $1.24M in Q1 2026.
560 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.