Kovack 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 | $2.51M | Sell |
40,444
-77
| -0.2% | -$4.8K | 0.12% | 168 |
|
|
2026
Q1 | $2.48M | Sell |
40,521
-380
| -0.9% | -$23.8K | 0.13% | 145 |
|
|
2025
Q4 | $2.31M | Buy |
+40,901
| New | +$2.37M | 0.11% | 172 |
|
|
2025
Q3 | – | Sell |
-5,746
| Closed | -$331K | – | 650 |
|
|
2025
Q2 | $331K | Buy |
5,746
+1,776
| +45% | +$100K | 0.03% | 435 |
|
|
2025
Q1 | $230K | Sell |
3,970
-16,731
| -81% | -$926K | 0.02% | 494 |
|
|
2024
Q4 | $1.11M | Sell |
20,701
-4,057
| -16% | -$236K | 0.11% | 159 |
|
|
2024
Q3 | $1.57M | Sell |
24,758
-2,574
| -9% | -$153K | 0.17% | 110 |
|
|
2024
Q2 | $1.44M | Sell |
27,332
-924
| -3% | -$49.3K | 0.16% | 126 |
|
|
2024
Q1 | $1.53M | Buy |
28,256
+12,985
| +85% | +$703K | 0.19% | 112 |
|
|
2023
Q4 | $877K | Buy |
+15,271
| New | +$802K | 0.1% | 184 |
|
|
2023
Q3 | – | Sell |
-3,697
| Closed | -$221K | – | 593 |
|
|
2023
Q2 | $221K | Sell |
3,697
-693
| -16% | -$42.3K | 0.03% | 493 |
|
|
2023
Q1 | $278K | Sell |
4,390
-1,429
| -25% | -$92.6K | 0.04% | 427 |
|
|
2022
Q4 | $369K | Sell |
5,819
-19
| -0.3% | -$1.18K | 0.05% | 355 |
|
|
2022
Q3 | $340K | Sell |
5,838
-864
| -13% | -$59.6K | 0.05% | 380 |
|
|
2022
Q2 | $458K | Sell |
6,702
-553
| -8% | -$38K | 0.06% | 338 |
|
|
2022
Q1 | $502K | Sell |
7,255
-1,592
| -18% | -$108K | 0.05% | 384 |
|
|
2021
Q4 | $633K | Buy |
8,847
+1,437
| +19% | +$98.8K | 0.06% | 335 |
|
|
2021
Q3 | $466K | Sell |
7,410
-182
| -2% | -$12.3K | 0.05% | 390 |
|
|
2021
Q2 | $491K | Sell |
7,592
-404
| -5% | -$26.5K | 0.06% | 358 |
|
|
2021
Q1 | $492K | Buy |
7,996
+527
| +7% | +$31.2K | 0.06% | 312 |
|
|
2020
Q4 | $450K | Buy |
7,469
+2
| +0% | +$118 | 0.06% | 302 |
|
|
2020
Q3 | $440K | Buy |
7,467
+31
| +0.4% | +$1.83K | 0.08% | 253 |
|
|
2020
Q2 | $429K | Buy |
7,436
+173
| +2% | +$9.21K | 0.08% | 239 |
|
|
2020
Q1 | $351K | Buy |
7,263
+780
| +12% | +$54.3K | 0.08% | 256 |
|
|
2019
Q4 | $463K | Buy |
+6,483
| New | +$483K | 0.08% | 259 |
|
|
2018
Q1 | – | Sell |
-4,809
| Closed | -$266K | – | 525 |
|
|
2017
Q4 | $266K | Buy |
4,809
+113
| +2% | +$6.13K | 0.07% | 329 |
|
|
2017
Q3 | $260K | Sell |
4,696
-394
| -8% | -$21.9K | 0.09% | 269 |
|
|
2017
Q2 | $272K | Buy |
+5,090
| New | +$282K | 0.09% | 269 |
|
Other funds holding O
Kovack Advisors's O Position: Q2 2026 in Review
Kovack Advisors reduced its Realty Income (O) stake by 0.19% in Q2 2026, selling an estimated $4.8K and leaving 40,444 shares worth $2.51M. The position accounts for 0.12% of the portfolio, ranked #168.
Kovack Advisors first reported a position in O in Q2 2017 and has held it in 28 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Kovack Advisors held 40,444 shares of Realty Income worth $2.51M as of Q2 2026.
- Kovack Advisors sold 77 Realty Income shares in Q2 2026, an estimated $4.8K.
- Realty Income made up 0.12% of Kovack Advisors's portfolio in Q2 2026, its #168 holding.
- Kovack Advisors first reported a position in Realty Income in Q2 2017 and has held it in 28 quarters since.
- 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.