Frank Rimerman 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
$2.65M Sell
42,797
-4,408
-9% -$275K 0.15% 111
2026
Q1
$2.89M Buy
47,205
+4,633
+11% +$290K 0.19% 90
2025
Q4
$2.4M Sell
42,572
-4,211
-9% -$244K 0.15% 107
2025
Q3
$2.84M Buy
46,783
+3,877
+9% +$226K 0.18% 89
2025
Q2
$2.47M Buy
42,906
+6,632
+18% +$375K 0.17% 100
2025
Q1
$2.1M Sell
36,274
-6,088
-14% -$337K 0.17% 103
2024
Q4
$2.26M Buy
42,362
+5,339
+14% +$311K 0.16% 92
2024
Q3
$2.35M Sell
37,023
-415
-1% -$24.7K 0.17% 106
2024
Q2
$1.98M Buy
+37,438
New +$2M 0.14% 121

Other funds holding O

Frank Rimerman Advisors's O Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its Realty Income (O) stake by 9.3% in Q2 2026, selling an estimated $275K and leaving 42,797 shares worth $2.65M. The position accounts for 0.15% of the portfolio, ranked #111.

Frank Rimerman Advisors first reported a position in O in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.89M in Q1 2026. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Frank Rimerman Advisors held 42,797 shares of Realty Income worth $2.65M as of Q2 2026.
  • Frank Rimerman Advisors sold 4,408 Realty Income shares in Q2 2026, an estimated $275K.
  • Realty Income made up 0.15% of Frank Rimerman Advisors's portfolio in Q2 2026, its #111 holding.
  • Frank Rimerman Advisors first reported a position in Realty Income in Q2 2024 and has held it in 9 quarters since.
  • Frank Rimerman Advisors's Realty Income position peaked at $2.89M in Q1 2026.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.