JNBA Financial Advisors’s Realty Income O Stock Holding History

JNBA 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	$45.6K	Sell	736 -306	-29%	-$19.1K	﹤0.01%	335
2026 Q1	$63.8K	Hold	1,042	–	–	0.01%	274
2025 Q4	$58.7K	Sell	1,042 -195	-16%	-$11.3K	0.01%	290
2025 Q3	$75.2K	Hold	1,237	–	–	0.01%	262
2025 Q2	$71.3K	Hold	1,237	–	–	0.01%	261
2025 Q1	$71.8K	Sell	1,237 -543	-31%	-$30.1K	0.01%	245
2024 Q4	$95.1K	Hold	1,780	–	–	0.01%	222
2024 Q3	$113K	Hold	1,780	–	–	0.01%	213
2024 Q2	$94K	Hold	1,780	–	–	0.01%	228
2024 Q1	$96.3K	Hold	1,780	–	–	0.01%	233
2023 Q4	$102K	Buy	1,780 +468	+36%	+$24.6K	0.01%	227
2023 Q3	$65.5K	Sell	1,312 -25	-2%	-$1.44K	0.01%	256
2023 Q2	$79.9K	Sell	1,337 -21	-2%	-$1.28K	0.01%	248
2023 Q1	$86K	Buy	1,358 +68	+5%	+$4.41K	0.01%	243
2022 Q4	$81.8K	Hold	1,290	–	–	0.01%	244
2022 Q3	$75K	Hold	1,290	–	–	0.01%	241
2022 Q2	$88K	Hold	1,290	–	–	0.01%	233
2022 Q1	$89K	Hold	1,290	–	–	0.01%	233
2021 Q4	$92K	Sell	1,290 -41	-3%	-$2.82K	0.01%	245
2021 Q3	$84K	Hold	1,331	–	–	0.01%	240
2021 Q2	$86K	Hold	1,331	–	–	0.01%	239
2021 Q1	$82K	Hold	1,331	–	–	0.01%	240
2020 Q4	$80K	Sell	1,331 -131	-9%	-$7.74K	0.01%	226
2020 Q3	$86K	Hold	1,462	–	–	0.02%	202
2020 Q2	$84K	Hold	1,462	–	–	0.02%	201
2020 Q1	$71K	Hold	1,462	–	–	0.02%	193
2019 Q4	$104K	Buy	1,462 +131	+10%	+$9.76K	0.02%	182
2019 Q3	$99K	Sell	1,331 -103	-7%	-$7.22K	0.02%	177
2019 Q2	$96K	Buy	1,434 +103	+8%	+$7.03K	0.02%	184
2019 Q1	$95K	Hold	1,331	–	–	0.02%	180
2018 Q4	$81K	Buy	+1,331	New	+$79.5K	0.02%	173
2018 Q3	–	Sell	-1,331	Closed	-$69K	–	636
2018 Q2	$69K	Hold	1,331	–	–	0.01%	199
2018 Q1	$67K	Hold	1,331	–	–	0.01%	196
2017 Q4	$74K	Hold	1,331	–	–	0.02%	191
2017 Q3	$74K	Hold	1,331	–	–	0.02%	184
2017 Q2	$71K	Hold	1,331	–	–	0.02%	178
2017 Q1	$77K	Hold	1,331	–	–	0.02%	173
2016 Q4	$74K	Sell	1,331 -4	-0.3%	-$224	0.02%	178
2016 Q3	$87K	Buy	1,335 +214	+19%	+$14.1K	0.01%	397
2016 Q2	$75K	Hold	1,121	–	–	0.02%	176
2016 Q1	$68K	Hold	1,121	–	–	0.02%	170
2015 Q4	$56K	Hold	1,121	–	–	0.02%	182
2015 Q3	$51K	Hold	1,121	–	–	0.02%	184
2015 Q2	$48K	Hold	1,121	–	–	0.02%	191
2015 Q1	$56K	Hold	1,121	–	–	0.02%	177
2014 Q4	$52K	Hold	1,121	–	–	0.02%	188
2014 Q3	$44K	Hold	1,121	–	–	0.02%	203
2014 Q2	$48K	Hold	1,121	–	–	0.02%	181
2014 Q1	$44K	Hold	1,121	–	–	0.02%	177
2013 Q4	$41K	Hold	1,121	–	–	0.02%	176
2013 Q3	$43K	Hold	1,121	–	–	0.03%	164
2013 Q2	$46K	Buy	+1,121	New	+$51.8K	0.03%	154

Other funds holding O

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

JNBA Financial Advisors reduced its Realty Income (O) stake by 29% in Q2 2026, selling an estimated $19.1K and leaving 736 shares worth $45.6K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

JNBA Financial Advisors first reported a position in O in Q2 2013 and has held it in 52 quarters since. The position peaked at $113K in Q3 2024. 479 funds tracked by Wall St. Rank hold O as of Q2 2026.

JNBA Financial Advisors held 736 shares of Realty Income worth $45.6K as of Q2 2026.
JNBA Financial Advisors sold 306 Realty Income shares in Q2 2026, an estimated $19.1K.
Realty Income made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #335 holding.
JNBA Financial Advisors first reported a position in Realty Income in Q2 2013 and has held it in 52 quarters since.
JNBA Financial Advisors's Realty Income position peaked at $113K in Q3 2024.
479 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.