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LM Advisors’s Realty Income O Stock Holding History

LM 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 		$992K Buy
15,883
+15,251
+2,413% +$951K 0.11% 109
2026
Q1 		$10.3K Sell
632
-202
-24% -$12.6K 0.16% 99
2025
Q4 		$14.7K Sell
834
-12,381
-94% -$717K 0.26% 74
2025
Q3 		$803K Sell
13,215
-1,649
-11% -$96.1K 0.12% 105
2025
Q2 		$856K Buy
14,864
+2,983
+25% +$169K 0.11% 94
2025
Q1 		$689K Buy
11,881
+19
+0.2% +$1.05K 0.12% 130
2024
Q4 		$634K Sell
11,862
-3,299
-22% -$192K 0.11% 120
2024
Q3 		$962K Sell
15,161
-170
-1% -$10.1K 0.2% 77
2024
Q2 		$810K Buy
15,331
+11,143
+266% +$595K ﹤0.01% 106
2024
Q1 		$1.34M Buy
4,188
+2,349
+128% +$127K 0.21% 82
2023
Q4 		$106K Buy
+1,839
New +$96.5K 0.02% 250

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

LM Advisors's O Position: Q2 2026 in Review

LM Advisors increased its Realty Income (O) stake by 2,413% in Q2 2026, buying an estimated $951K and bringing the position to 15,883 shares worth $992K. The position accounts for 0.11% of the portfolio, ranked #109.

LM Advisors first reported a position in O in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q1 2024. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • LM Advisors held 15,883 shares of Realty Income worth $992K as of Q2 2026.
  • LM Advisors bought 15,251 Realty Income shares in Q2 2026, an estimated $951K.
  • Realty Income made up 0.11% of LM Advisors's portfolio in Q2 2026, its #109 holding.
  • LM Advisors first reported a position in Realty Income in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's Realty Income position peaked at $1.34M in Q1 2024.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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