LA
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LexAurum Advisors’s Realty Income O Stock Holding History

LexAurum 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 		$275K Sell
4,436
-431
-9% -$26.9K 0.03% 349
2026
Q1 		$298K Buy
+4,867
New +$305K 0.04% 321
2025
Q3 		$279K Sell
4,585
-105
-2% -$6.12K 0.04% 310
2025
Q2 		$270K Buy
4,690
+494
+12% +$27.9K 0.04% 296
2025
Q1 		$243K Buy
4,196
+28
+0.7% +$1.55K 0.05% 301
2024
Q4 		$223K Buy
4,168
+95
+2% +$5.53K 0.04% 299
2024
Q3 		$258K Sell
4,073
-318
-7% -$18.9K 0.06% 254
2024
Q2 		$232K Sell
4,391
-129
-3% -$6.89K 0.06% 263
2024
Q1 		$245K Buy
4,520
+989
+28% +$53.6K 0.06% 257
2023
Q4 		$203K Buy
+3,531
New +$185K 0.05% 282
2023
Q3 		– Sell
-4,439
Closed -$265K – 296
2023
Q2 		$265K Sell
4,439
-244
-5% -$14.9K 0.08% 219
2023
Q1 		$296K Buy
4,683
+18
+0.4% +$1.17K 0.1% 194
2022
Q4 		$296K Sell
4,665
-229
-5% -$14.2K 0.11% 184
2022
Q3 		$285K Buy
4,894
+5
+0.1% +$345 0.11% 179
2022
Q2 		$334K Buy
4,889
+167
+4% +$11.5K 0.12% 165
2022
Q1 		$327K Buy
4,722
+1
+0% +$68 0.11% 177
2021
Q4 		$338K Buy
4,721
+1,435
+44% +$98.7K 0.11% 184
2021
Q3 		$207K Buy
+3,286
New +$222K 0.06% 263
2020
Q4 		– Sell
-3,949
Closed -$232K – 243
2020
Q3 		$232K Buy
3,949
+258
+7% +$15.3K 0.1% 199
2020
Q2 		$213K Buy
+3,691
New +$197K 0.12% 185
2020
Q1 		– Sell
-3,691
Closed -$263K – 229
2019
Q4 		$263K Buy
3,691
+281
+8% +$20.9K 0.13% 169
2019
Q3 		$253K Buy
+3,410
New +$239K 0.15% 150

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

LexAurum Advisors's O Position: Q2 2026 in Review

LexAurum Advisors reduced its Realty Income (O) stake by 8.9% in Q2 2026, selling an estimated $26.9K and leaving 4,436 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #349.

LexAurum Advisors first reported a position in O in Q3 2019 and has held it in 22 quarters since. The position peaked at $338K in Q4 2021. 1,456 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • LexAurum Advisors held 4,436 shares of Realty Income worth $275K as of Q2 2026.
  • LexAurum Advisors sold 431 Realty Income shares in Q2 2026, an estimated $26.9K.
  • Realty Income made up 0.03% of LexAurum Advisors's portfolio in Q2 2026, its #349 holding.
  • LexAurum Advisors first reported a position in Realty Income in Q3 2019 and has held it in 22 quarters since.
  • LexAurum Advisors's Realty Income position peaked at $338K in Q4 2021.
  • 1,456 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.