Foster Victor Wealth 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 | $9.86M | Buy |
154,605
+10,786
| +7% | +$672K | 0.52% | 86 |
|
|
2026
Q1 | $9.18M | Buy |
143,819
+9,937
| +7% | +$622K | 0.52% | 80 |
|
|
2025
Q4 | $8.22M | Buy |
133,882
+6,715
| +5% | +$389K | 0.48% | 83 |
|
|
2025
Q3 | $7.68M | Buy |
127,167
+5,830
| +5% | +$340K | 0.48% | 87 |
|
|
2025
Q2 | $6.91M | Buy |
121,337
+4,550
| +4% | +$257K | 0.47% | 87 |
|
|
2025
Q1 | $6.45M | Buy |
116,787
+6,689
| +6% | +$370K | 0.52% | 79 |
|
|
2024
Q4 | $6.01M | Buy |
110,098
+7,177
| +7% | +$418K | 0.46% | 87 |
|
|
2024
Q3 | $6.36M | Buy |
102,921
+2,960
| +3% | +$176K | 0.51% | 81 |
|
|
2024
Q2 | $5.63M | Sell |
99,961
-211,278
| -68% | -$11.3M | 0.47% | 84 |
|
|
2024
Q1 | $16.3M | Buy |
311,239
+24,132
| +8% | +$1.31M | 1.48% | 19 |
|
|
2023
Q4 | $17.1M | Buy |
287,107
+19,194
| +7% | +$1.01M | 1.75% | 12 |
|
|
2023
Q3 | $13.4M | Buy |
267,913
+29,910
| +13% | +$1.72M | 1.56% | 19 |
|
|
2023
Q2 | $14.4M | Buy |
238,003
+19,394
| +9% | +$1.18M | 1.6% | 22 |
|
|
2023
Q1 | $13.7M | Buy |
218,609
+12,244
| +6% | +$793K | 1.67% | 18 |
|
|
2022
Q4 | $13.2M | Buy |
206,365
+18,746
| +10% | +$1.16M | 1.68% | 13 |
|
|
2022
Q3 | $11M | Buy |
187,619
+13,448
| +8% | +$927K | 1.6% | 21 |
|
|
2022
Q2 | $12.1M | Buy |
174,171
+17,093
| +11% | +$1.17M | 1.8% | 10 |
|
|
2022
Q1 | $11.3M | Buy |
157,078
+24,683
| +19% | +$1.68M | 1.54% | 21 |
|
|
2021
Q4 | $9.52M | Buy |
132,395
+6,065
| +5% | +$417K | 1.3% | 27 |
|
|
2021
Q3 | $7.94M | Buy |
126,330
+5,135
| +4% | +$347K | 1.27% | 31 |
|
|
2021
Q2 | $7.84M | Buy |
121,195
+13,013
| +12% | +$855K | 1.31% | 31 |
|
|
2021
Q1 | $6.92M | Buy |
108,182
+16,230
| +18% | +$961K | 1.29% | 29 |
|
|
2020
Q4 | $5.54M | Buy |
91,952
+6,770
| +8% | +$400K | 1.26% | 30 |
|
|
2020
Q3 | $5.01M | Buy |
85,182
+813
| +1% | +$48.1K | 1.36% | 25 |
|
|
2020
Q2 | $4.86M | Buy |
84,369
+4,395
| +5% | +$234K | 1.61% | 21 |
|
|
2020
Q1 | $3.86M | Buy |
79,974
+32,846
| +70% | +$2.29M | 1.7% | 14 |
|
|
2019
Q4 | $3.4M | Buy |
47,128
+10,392
| +28% | +$774K | 1.47% | 16 |
|
|
2019
Q3 | $2.77M | Buy |
36,736
+18,296
| +99% | +$1.28M | 1.54% | 11 |
|
|
2019
Q2 | $1.25M | Buy |
18,440
+1,462
| +9% | +$99.8K | 0.92% | 15 |
|
|
2019
Q1 | $1.21M | Buy |
16,978
+613
| +4% | +$40.6K | 0.94% | 12 |
|
|
2018
Q4 | $1M | Buy |
+16,365
| New | +$977K | 0.94% | 8 |
|
Other funds holding O
Foster Victor Wealth Advisors's O Position: Q2 2026 in Review
Foster Victor Wealth Advisors increased its Realty Income (O) stake by 7.5% in Q2 2026, buying an estimated $672K and bringing the position to 154,605 shares worth $9.86M. The position accounts for 0.52% of the portfolio, ranked #86.
Foster Victor Wealth Advisors first reported a position in O in Q4 2018 and has held it in 31 quarters since. The position peaked at $17.1M in Q4 2023. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Foster Victor Wealth Advisors held 154,605 shares of Realty Income worth $9.86M as of Q2 2026.
- Foster Victor Wealth Advisors bought 10,786 Realty Income shares in Q2 2026, an estimated $672K.
- Realty Income made up 0.52% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #86 holding.
- Foster Victor Wealth Advisors first reported a position in Realty Income in Q4 2018 and has held it in 31 quarters since.
- Foster Victor Wealth Advisors's Realty Income position peaked at $17.1M in Q4 2023.
- 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.