Fortis Group 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
$3.03M Buy
48,938
+41,277
+539% +$2.57M 0.48% 61
2026
Q1
$489K Sell
7,661
-176
-2% -$11K 0.08% 186
2025
Q4
$475K Buy
7,837
+109
+1% +$6.31K 0.08% 206
2025
Q3
$451K Sell
7,728
-1,481
-16% -$86.3K 0.08% 166
2025
Q2
$518K Buy
9,209
+8,259
+869% +$467K 0.09% 154
2025
Q1
$55.1K Hold
950
0.01% 211
2024
Q4
$50.7K Hold
950
0.01% 216
2024
Q3
$60.2K Hold
950
0.01% 204
2024
Q2
$50.2K Hold
950
0.01% 209
2024
Q1
$51.4K Sell
950
-950
-50% -$51.4K 0.01% 225
2023
Q4
$109K Buy
1,900
+950
+100% +$49.9K 0.03% 139
2023
Q3
$47.4K Buy
+950
New +$54.6K 0.01% 142
2020
Q3
$892K Buy
+15,180
New +$898K 0.17% 68

Other funds holding O

Fortis Group Advisors's O Position: Q2 2026 in Review

Fortis Group Advisors increased its Realty Income (O) stake by 539% in Q2 2026, buying an estimated $2.57M and bringing the position to 48,938 shares worth $3.03M. The position accounts for 0.48% of the portfolio, ranked #61.

Fortis Group Advisors first reported a position in O in Q3 2020 and has held it in 13 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Fortis Group Advisors held 48,938 shares of Realty Income worth $3.03M as of Q2 2026.
  • Fortis Group Advisors bought 41,277 Realty Income shares in Q2 2026, an estimated $2.57M.
  • Realty Income made up 0.48% of Fortis Group Advisors's portfolio in Q2 2026, its #61 holding.
  • Fortis Group Advisors first reported a position in Realty Income in Q3 2020 and has held it in 13 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.