JFS Wealth 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 | $114K | Sell |
1,837
-6
| -0.3% | -$374 | 0.01% | 411 |
|
|
2026
Q1 | $113K | Hold |
1,843
| – | – | 0.01% | 398 |
|
|
2025
Q4 | $104K | Buy |
1,843
+53
| +3% | +$3.07K | 0.01% | 402 |
|
|
2025
Q3 | $109K | Buy |
1,790
+1,197
| +202% | +$69.7K | 0.01% | 399 |
|
|
2025
Q2 | $34.2K | Sell |
593
-6
| -1% | -$339 | ﹤0.01% | 546 |
|
|
2025
Q1 | $34.7K | Sell |
599
-3,007
| -83% | -$166K | ﹤0.01% | 542 |
|
|
2024
Q4 | $193K | Buy |
3,606
+7
| +0.2% | +$408 | 0.01% | 292 |
|
|
2024
Q3 | $228K | Buy |
3,599
+2,970
| +472% | +$177K | 0.02% | 274 |
|
|
2024
Q2 | $33.2K | Sell |
629
-45
| -7% | -$2.4K | ﹤0.01% | 493 |
|
|
2024
Q1 | $36.5K | Sell |
674
-198
| -23% | -$10.7K | ﹤0.01% | 494 |
|
|
2023
Q4 | $50.1K | Sell |
872
-241
| -22% | -$12.7K | ﹤0.01% | 404 |
|
|
2023
Q3 | $55.6K | Hold |
1,113
| – | – | 0.01% | 364 |
|
|
2023
Q2 | $66.5K | Hold |
1,113
| – | – | 0.01% | 330 |
|
|
2023
Q1 | $70.5K | Hold |
1,113
| – | – | 0.01% | 324 |
|
|
2022
Q4 | $70.6K | Hold |
1,113
| – | – | 0.01% | 326 |
|
|
2022
Q3 | $65K | Sell |
1,113
-101
| -8% | -$6.96K | 0.01% | 339 |
|
|
2022
Q2 | $83K | Buy |
1,214
+10
| +0.8% | +$687 | 0.01% | 309 |
|
|
2022
Q1 | $83K | Buy |
1,204
+302
| +33% | +$20.5K | 0.01% | 330 |
|
|
2021
Q4 | $65K | Sell |
902
-704
| -44% | -$48.4K | 0.01% | 377 |
|
|
2021
Q3 | $101K | Sell |
1,606
-561
| -26% | -$37.9K | 0.01% | 307 |
|
|
2021
Q2 | $140K | Buy |
2,167
+444
| +26% | +$29.2K | 0.02% | 195 |
|
|
2021
Q1 | $106K | Hold |
1,723
| – | – | 0.02% | 191 |
|
|
2020
Q4 | $104K | Hold |
1,723
| – | – | 0.02% | 190 |
|
|
2020
Q3 | $101K | Hold |
1,723
| – | – | 0.02% | 174 |
|
|
2020
Q2 | $99K | Hold |
1,723
| – | – | 0.03% | 181 |
|
|
2020
Q1 | $83K | Hold |
1,723
| – | – | 0.02% | 187 |
|
|
2019
Q4 | $123K | Hold |
1,723
| – | – | 0.03% | 172 |
|
|
2019
Q3 | $128K | Sell |
1,723
-354
| -17% | -$24.8K | 0.03% | 167 |
|
|
2019
Q2 | $139K | Hold |
2,077
| – | – | 0.04% | 160 |
|
|
2019
Q1 | $148K | Hold |
2,077
| – | – | 0.04% | 153 |
|
|
2018
Q4 | $127K | Sell |
2,077
-316
| -13% | -$18.9K | 0.03% | 160 |
|
|
2018
Q3 | $132K | Buy |
2,393
+36
| +2% | +$1.98K | 0.03% | 170 |
|
|
2018
Q2 | $123K | Hold |
2,357
| – | – | 0.03% | 176 |
|
|
2018
Q1 | $118K | Hold |
2,357
| – | – | 0.03% | 184 |
|
|
2017
Q4 | $130K | Buy |
2,357
+1,029
| +77% | +$55.8K | 0.03% | 181 |
|
|
2017
Q3 | $74K | Buy |
+1,328
| New | +$73.8K | 0.02% | 205 |
|
Other funds holding O
JFS Wealth Advisors's O Position: Q2 2026 in Review
JFS Wealth Advisors reduced its Realty Income (O) stake by 0.33% in Q2 2026, selling an estimated $374 and leaving 1,837 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #411.
JFS Wealth Advisors first reported a position in O in Q3 2017 and has held it in 36 quarters since. The position peaked at $228K in Q3 2024. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.
- JFS Wealth Advisors held 1,837 shares of Realty Income worth $114K as of Q2 2026.
- JFS Wealth Advisors sold 6 Realty Income shares in Q2 2026, an estimated $374.
- Realty Income made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #411 holding.
- JFS Wealth Advisors first reported a position in Realty Income in Q3 2017 and has held it in 36 quarters since.
- JFS Wealth Advisors's Realty Income position peaked at $228K in Q3 2024.
- 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.