LA
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Latitude Advisors’s Realty Income O Stock Holding History

Latitude 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 		$395K Buy
6,371
+422
+7% +$26.3K 0.16% 153
2026
Q1 		$364K Buy
5,949
+1,433
+32% +$89.7K 0.17% 144
2025
Q4 		$255K Buy
4,516
+243
+6% +$14.1K 0.11% 187
2025
Q3 		$260K Buy
+4,273
New +$249K 0.12% 178

Other funds holding O

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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)
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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Latitude Advisors's O Position: Q2 2026 in Review

Latitude Advisors increased its Realty Income (O) stake by 7.1% in Q2 2026, buying an estimated $26.3K and bringing the position to 6,371 shares worth $395K. The position accounts for 0.16% of the portfolio, ranked #153.

Latitude Advisors first reported a position in O in Q3 2025 and has held it in 4 quarters since. 606 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Latitude Advisors held 6,371 shares of Realty Income worth $395K as of Q2 2026.
  • Latitude Advisors bought 422 Realty Income shares in Q2 2026, an estimated $26.3K.
  • Realty Income made up 0.16% of Latitude Advisors's portfolio in Q2 2026, its #153 holding.
  • Latitude Advisors first reported a position in Realty Income in Q3 2025 and has held it in 4 quarters since.
  • 606 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.