L & S Advisors’s Realty Income O Stock Holding History

L & S 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 Q1	$4.21M	Buy	+68,776	New	+$4.31M	0.53%	64
2025 Q4	–	Sell	-63,851	Closed	-$3.88M	–	382
2025 Q3	$3.88M	Buy	+63,851	New	+$3.72M	0.37%	67
2025 Q2	–	Sell	-51,953	Closed	-$3.01M	–	360
2025 Q1	$3.01M	Buy	+51,953	New	+$2.88M	0.37%	77
2024 Q3	–	Sell	-40,033	Closed	-$2.11M	–	367
2024 Q2	$2.11M	Buy	+40,033	New	+$2.14M	0.24%	115

Other funds holding O

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

L & S Advisors's O Position: Q1 2026 in Review

L & S Advisors opened a new position in Realty Income (O) in Q1 2026: 68,776 shares worth $4.21M. The stake represents 0.53% of the portfolio and ranks #64 among its holdings. This is a return to the name: L & S Advisors previously reported a position in O as recently as Q3 2025.

L & S Advisors first reported a position in O in Q2 2024 and has held it in 4 quarters since. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

L & S Advisors held 68,776 shares of Realty Income worth $4.21M as of Q1 2026.
Realty Income was a new L & S Advisors position in Q1 2026.
Realty Income made up 0.53% of L & S Advisors's portfolio in Q1 2026, its #64 holding.
L & S Advisors first reported a position in Realty Income in Q2 2024 and has held it in 4 quarters since.
1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on L & S Advisors's 13F filing for Q1 2026, filed 11 May 2026.