FFA
O icon

Frazier Financial Advisors’s Realty Income O Stock Holding History

Frazier Financial Advisors’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 		– Sell
-6
Closed -$368 – 780
2026
Q1 		$368 Buy
+6
New +$376 ﹤0.01% 749
2025
Q3 		– Sell
-888
Closed -$51.2K – 673
2025
Q2 		$51.2K Buy
+888
New +$50.2K 0.04% 149

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Frazier Financial Advisors's O Position: Q2 2026 in Review

Frazier Financial Advisors sold out of Realty Income (O) in Q2 2026, closing a stake of 6 shares — an estimated $368 sold.

Frazier Financial Advisors first reported a position in O in Q2 2025 and held it in 2 quarters. The position peaked at $51.2K in Q2 2025. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Frazier Financial Advisors reported no remaining Realty Income position as of Q2 2026 after selling out during the quarter.
  • Frazier Financial Advisors sold 6 Realty Income shares in Q2 2026, an estimated $368.
  • Frazier Financial Advisors first reported a position in Realty Income in Q2 2025 and held it in 2 quarters.
  • Frazier Financial Advisors's Realty Income position peaked at $51.2K in Q2 2025.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.