LVW Advisors’s Realty Income O Stock Holding History

LVW 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	$358K	Buy	+5,778	New	+$360K	0.03%	307
2018 Q3	–	Hold	0	–	–	–	36
2018 Q2	–	Hold	0	–	–	–	35
2018 Q1	–	Hold	0	–	–	–	38
2017 Q4	–	Hold	0	–	–	–	36
2017 Q3	–	Sell	-40,750	Closed	-$2.26M	–	32
2017 Q2	$2.18M	Buy	+40,750	New	+$2.25M	0.77%	35

Other funds holding O

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

LVW Advisors's O Position: Q2 2026 in Review

LVW Advisors opened a new position in Realty Income (O) in Q2 2026: 5,778 shares worth $358K. The stake represents 0.03% of the portfolio and ranks #307 among its holdings. This is a return to the name: LVW Advisors previously reported a position in O as recently as Q2 2017.

LVW Advisors first reported a position in O in Q2 2017 and has held it in 2 quarters since. The position peaked at $2.18M in Q2 2017. 299 funds tracked by Wall St. Rank hold O as of Q2 2026.

LVW Advisors held 5,778 shares of Realty Income worth $358K as of Q2 2026.
Realty Income was a new LVW Advisors position in Q2 2026.
Realty Income made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #307 holding.
LVW Advisors first reported a position in Realty Income in Q2 2017 and has held it in 2 quarters since.
LVW Advisors's Realty Income position peaked at $2.18M in Q2 2017.
299 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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