GHP Investment Advisors’s Realty Income O Stock Holding History

GHP Investment 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	$1.8K	Hold	29	–	–	﹤0.01%	989
2026 Q1	$1.77K	Buy	29 +8	+38%	+$501	﹤0.01%	1004
2025 Q4	$1.18K	Hold	21	–	–	﹤0.01%	908
2025 Q3	$1.28K	Hold	21	–	–	﹤0.01%	873
2025 Q2	$1.21K	Hold	21	–	–	﹤0.01%	878
2025 Q1	$1.22K	Hold	21	–	–	﹤0.01%	871
2024 Q4	$1.12K	Sell	21 -100	-83%	-$5.82K	﹤0.01%	915
2024 Q3	$7.67K	Hold	121	–	–	﹤0.01%	755
2024 Q2	$6.39K	Hold	121	–	–	﹤0.01%	755
2024 Q1	$6.55K	Hold	121	–	–	﹤0.01%	690
2023 Q4	$6.95K	Hold	121	–	–	﹤0.01%	683
2023 Q3	$6.12K	Buy	121 +95	+365%	+$5.46K	﹤0.01%	764
2023 Q2	$1.52K	Sell	26 -74	-74%	-$4.52K	﹤0.01%	850
2023 Q1	$6.33K	Buy	100 +5	+5%	+$324	﹤0.01%	749
2022 Q4	$6.03K	Buy	95 +74	+352%	+$4.59K	﹤0.01%	760
2022 Q3	$1K	Sell	21 -90	-81%	-$6.21K	﹤0.01%	865
2022 Q2	$8K	Hold	111	–	–	﹤0.01%	728
2022 Q1	$8K	Buy	+111	New	+$7.55K	﹤0.01%	760

Other funds holding O

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GHP Investment Advisors's O Position: Q2 2026 in Review

GHP Investment Advisors held its Realty Income (O) position steady in Q2 2026 at 29 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

GHP Investment Advisors first reported a position in O in Q1 2022 and has held it in 18 quarters since. The position peaked at $8K in Q2 2022. 639 funds tracked by Wall St. Rank hold O as of Q2 2026.

GHP Investment Advisors held 29 shares of Realty Income worth $1.8K as of Q2 2026.
GHP Investment Advisors left its Realty Income share count unchanged in Q2 2026.
Realty Income made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #989 holding.
GHP Investment Advisors first reported a position in Realty Income in Q1 2022 and has held it in 18 quarters since.
GHP Investment Advisors's Realty Income position peaked at $8K in Q2 2022.
639 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.