Guardian Asset 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
$259K Buy
+4,174
New +$260K 0.12% 111
2025
Q4
Sell
-3,536
Closed -$215K 111
2025
Q3
$215K Buy
+3,536
New +$206K 0.12% 106

Other funds holding O

Guardian Asset Advisors's O Position: Q2 2026 in Review

Guardian Asset Advisors opened a new position in Realty Income (O) in Q2 2026: 4,174 shares worth $259K. The stake represents 0.12% of the portfolio and ranks #111 among its holdings. This is a return to the name: Guardian Asset Advisors previously reported a position in O as recently as Q3 2025.

Guardian Asset Advisors first reported a position in O in Q3 2025 and has held it in 2 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Guardian Asset Advisors held 4,174 shares of Realty Income worth $259K as of Q2 2026.
  • Realty Income was a new Guardian Asset Advisors position in Q2 2026.
  • Realty Income made up 0.12% of Guardian Asset Advisors's portfolio in Q2 2026, its #111 holding.
  • Guardian Asset Advisors first reported a position in Realty Income in Q3 2025 and has held it in 2 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.