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 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

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

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

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Fiduciary Alliance's O Position: Q2 2026 in Review

Fiduciary Alliance increased its Realty Income (O) stake by 2.2% in Q2 2026, buying an estimated $26.6K and bringing the position to 19,826 shares worth $1.23M. The position accounts for 0.08% of the portfolio, ranked #239.

Fiduciary Alliance first reported a position in O in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.24M in Q1 2026. 248 funds tracked by Wall St. Rank hold O as of Q2 2026.

Fiduciary Alliance held 19,826 shares of Realty Income worth $1.23M as of Q2 2026.
Fiduciary Alliance bought 427 Realty Income shares in Q2 2026, an estimated $26.6K.
Realty Income made up 0.08% of Fiduciary Alliance's portfolio in Q2 2026, its #239 holding.
Fiduciary Alliance first reported a position in Realty Income in Q4 2022 and has held it in 7 quarters since.
Fiduciary Alliance's Realty Income position peaked at $1.24M in Q1 2026.
248 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.