Lloyd Advisory Services’s Realty Income O Stock Holding History

Lloyd Advisory Services’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	$64.7K	Buy	1,045 +968	+1,257%	+$60.3K	0.03%	211
2026 Q1	$4.73K	Sell	77 -2,670	-97%	-$167K	﹤0.01%	569
2025 Q4	$155K	Buy	+2,747	New	+$159K	0.06%	138
2022 Q1	–	Hold	0	–	–	–	174
2021 Q4	–	Hold	0	–	–	–	142
2021 Q3	–	Hold	0	–	–	–	135
2021 Q2	–	Hold	0	–	–	–	143
2019 Q4	–	Hold	0	–	–	–	96

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 $3.37T AUM 44.26% 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

Lloyd Advisory Services's O Position: Q2 2026 in Review

Lloyd Advisory Services increased its Realty Income (O) stake by 1,257% in Q2 2026, buying an estimated $60.3K and bringing the position to 1,045 shares worth $64.7K. The position accounts for 0.03% of the portfolio, ranked #211.

Lloyd Advisory Services first reported a position in O in Q4 2025 and has held it in 3 quarters since. The position peaked at $155K in Q4 2025. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Lloyd Advisory Services held 1,045 shares of Realty Income worth $64.7K as of Q2 2026.
Lloyd Advisory Services bought 968 Realty Income shares in Q2 2026, an estimated $60.3K.
Realty Income made up 0.03% of Lloyd Advisory Services's portfolio in Q2 2026, its #211 holding.
Lloyd Advisory Services first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
Lloyd Advisory Services's Realty Income position peaked at $155K in Q4 2025.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.