IFP 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 | $3.51M | Sell |
56,729
-24
| -0% | -$1.5K | 0.06% | 340 |
|
|
2026
Q1 | $3.47M | Buy |
56,753
+203
| +0.4% | +$12.7K | 0.07% | 302 |
|
|
2025
Q4 | $3.19M | Buy |
56,550
+5,212
| +10% | +$302K | 0.07% | 303 |
|
|
2025
Q3 | $3.12M | Sell |
51,338
-961
| -2% | -$56K | 0.08% | 268 |
|
|
2025
Q2 | $3.01M | Buy |
52,299
+42,065
| +411% | +$2.38M | 0.09% | 259 |
|
|
2025
Q1 | $594K | Buy |
10,234
+2,259
| +28% | +$125K | 0.02% | 720 |
|
|
2024
Q4 | $426K | Buy |
7,975
+1,837
| +30% | +$107K | 0.01% | 798 |
|
|
2024
Q3 | $389K | Sell |
6,138
-769
| -11% | -$45.8K | 0.01% | 792 |
|
|
2024
Q2 | $365K | Sell |
6,907
-575
| -8% | -$30.7K | 0.01% | 764 |
|
|
2024
Q1 | $405K | Sell |
7,482
-155
| -2% | -$8.39K | 0.02% | 685 |
|
|
2023
Q4 | $438K | Sell |
7,637
-7,340
| -49% | -$385K | 0.02% | 619 |
|
|
2023
Q3 | $748K | Sell |
14,977
-2,200
| -13% | -$127K | 0.03% | 475 |
|
|
2023
Q2 | $1.03M | Buy |
17,177
+2,376
| +16% | +$145K | 0.04% | 420 |
|
|
2023
Q1 | $620K | Sell |
14,801
-5,945
| -29% | -$385K | 0.03% | 525 |
|
|
2022
Q4 | $895K | Sell |
20,746
-1,566
| -7% | -$97.2K | 0.02% | 660 |
|
|
2022
Q3 | $965K | Buy |
22,312
+1,077
| +5% | +$74.3K | 0.03% | 647 |
|
|
2022
Q2 | $905K | Hold |
21,235
| – | – | 0.03% | 614 |
|
|
2022
Q1 | $905K | Buy |
21,235
+1,230
| +6% | +$83.6K | 0.03% | 614 |
|
|
2021
Q4 | $1.44M | Sell |
20,005
-1,817
| -8% | -$125K | 0.03% | 327 |
|
|
2021
Q3 | $1.38M | Buy |
21,822
+563
| +3% | +$38K | 0.03% | 328 |
|
|
2021
Q2 | $1.37M | Buy |
21,259
+759
| +4% | +$49.9K | 0.03% | 322 |
|
|
2021
Q1 | $1.26M | Sell |
20,500
-4,247
| -17% | -$252K | 0.02% | 325 |
|
|
2020
Q4 | $1.48M | Sell |
24,747
-294
| -1% | -$17.4K | 0.06% | 259 |
|
|
2020
Q3 | $1.47M | Sell |
25,041
-1,874
| -7% | -$111K | 0.09% | 217 |
|
|
2020
Q2 | $1.55M | Sell |
26,915
-2,064
| -7% | -$110K | 0.12% | 178 |
|
|
2020
Q1 | $1.64M | Sell |
28,979
-8,236
| -22% | -$574K | 0.17% | 138 |
|
|
2019
Q4 | $2.63M | Sell |
37,215
-3,099
| -8% | -$231K | 0.2% | 118 |
|
|
2019
Q3 | $3M | Buy |
+40,314
| New | +$2.83M | 0.2% | 112 |
|
|
2019
Q1 | $355K | Sell |
4,968
-62,808
| -93% | -$4.16M | 0.05% | 351 |
|
|
2018
Q4 | $4.16M | Sell |
67,776
-1,537
| -2% | -$91.8K | 0.25% | 89 |
|
|
2018
Q3 | $3.82M | Sell |
69,313
-23
| -0% | -$1.27K | 0.16% | 152 |
|
|
2018
Q2 | $3.61M | Sell |
69,336
-4,135
| -6% | -$210K | 0.15% | 155 |
|
|
2018
Q1 | $4.06M | Hold |
73,471
| – | – | 0.18% | 127 |
|
|
2017
Q4 | $4.06M | Sell |
73,471
-470
| -0.6% | -$25.5K | 0.18% | 127 |
|
|
2017
Q3 | $4.1M | Sell |
73,941
-8,682
| -11% | -$482K | 0.16% | 136 |
|
|
2017
Q2 | $4.42M | Buy |
82,623
+11,448
| +16% | +$633K | 0.19% | 113 |
|
|
2017
Q1 | $4.11M | Buy |
71,175
+2,686
| +4% | +$156K | 0.18% | 124 |
|
|
2016
Q4 | $3.81M | Sell |
68,489
-1,003
| -1% | -$56.3K | 0.18% | 127 |
|
|
2016
Q3 | $4.51M | Sell |
69,492
-10,895
| -14% | -$719K | 0.23% | 90 |
|
|
2016
Q2 | $5.4M | Buy |
80,387
+75,419
| +1,518% | +$4.58M | 0.3% | 72 |
|
|
2016
Q1 | $355K | Sell |
4,968
-73,889
| -94% | -$4.11M | 0.05% | 351 |
|
|
2015
Q4 | $3.94M | Buy |
+78,857
| New | +$3.77M | 0.26% | 81 |
|
Other funds holding O
IFP Advisors's O Position: Q2 2026 in Review
IFP Advisors reduced its Realty Income (O) stake by 0.04% in Q2 2026, selling an estimated $1.5K and leaving 56,729 shares worth $3.51M. The position accounts for 0.06% of the portfolio, ranked #340.
IFP Advisors first reported a position in O in Q4 2015 and has held it in 42 quarters since. The position peaked at $5.4M in Q2 2016. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.
- IFP Advisors held 56,729 shares of Realty Income worth $3.51M as of Q2 2026.
- IFP Advisors sold 24 Realty Income shares in Q2 2026, an estimated $1.5K.
- Realty Income made up 0.06% of IFP Advisors's portfolio in Q2 2026, its #340 holding.
- IFP Advisors first reported a position in Realty Income in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Realty Income position peaked at $5.4M in Q2 2016.
- 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.