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 Q2	–	Sell	-68,776	Closed	-$4.21M	–	252
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

L & S Advisors's O Position: Q2 2026 in Review

L & S Advisors sold out of Realty Income (O) in Q2 2026, closing a stake of 68,776 shares — an estimated $4.21M sold.

L & S Advisors first reported a position in O in Q2 2024 and held it in 4 quarters. The position peaked at $4.21M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

L & S Advisors reported no remaining Realty Income position as of Q2 2026 after selling out during the quarter.
L & S Advisors sold 68,776 Realty Income shares in Q2 2026, an estimated $4.21M.
L & S Advisors first reported a position in Realty Income in Q2 2024 and held it in 4 quarters.
L & S Advisors's Realty Income position peaked at $4.21M in Q1 2026.
1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on L & S Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.