N.E.W. Advisory Services’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.52M Buy
24,597
+765
+3% +$47.7K 0.1% 82
2026
Q1
$1.46M Buy
23,832
+3,854
+19% +$241K 0.11% 78
2025
Q4
$1.13M Buy
19,978
+754
+4% +$43.7K 0.08% 88
2025
Q3
$1.17M Buy
19,224
+1,720
+10% +$100K 0.1% 68
2025
Q2
$1.01M Buy
17,504
+2,001
+13% +$113K 0.1% 72
2025
Q1
$899K Buy
15,503
+186
+1% +$10.3K 0.07% 88
2024
Q4
$818K Buy
15,317
+1,809
+13% +$105K 0.08% 88
2024
Q3
$857K Buy
13,508
+2,208
+20% +$131K 0.08% 82
2024
Q2
$597K Sell
11,300
-415
-4% -$22.2K 0.06% 96
2024
Q1
$634K Buy
11,715
+1,814
+18% +$98.2K 0.07% 93
2023
Q4
$569K Buy
9,901
+2,129
+27% +$112K 0.07% 94
2023
Q3
$388K Buy
7,772
+1,530
+25% +$88K 0.06% 106
2023
Q2
$373K Buy
6,242
+271
+5% +$16.5K 0.05% 97
2023
Q1
$378K Buy
5,971
+1,004
+20% +$65.1K 0.06% 93
2022
Q4
$315K Buy
4,967
+429
+9% +$26.6K 0.05% 101
2022
Q3
$264K Buy
4,538
+601
+15% +$41.4K 0.05% 106
2022
Q2
$269K Buy
+3,937
New +$270K 0.05% 107
2022
Q1
Sell
-3,128
Closed -$224K 155
2021
Q4
$224K Sell
3,128
-97
-3% -$6.67K 0.03% 127
2021
Q3
$203K Buy
3,225
+50
+2% +$3.38K 0.03% 130
2021
Q2
$203K Buy
+3,175
New +$209K 0.03% 133
2019
Q4
$200K Buy
+2,798
New +$208K 0.06% 83

Other funds holding O

N.E.W. Advisory Services's O Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Realty Income (O) stake by 3.2% in Q2 2026, buying an estimated $47.7K and bringing the position to 24,597 shares worth $1.52M. The position accounts for 0.1% of the portfolio, ranked #82.

N.E.W. Advisory Services first reported a position in O in Q4 2019 and has held it in 21 quarters since. 975 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • N.E.W. Advisory Services held 24,597 shares of Realty Income worth $1.52M as of Q2 2026.
  • N.E.W. Advisory Services bought 765 Realty Income shares in Q2 2026, an estimated $47.7K.
  • Realty Income made up 0.1% of N.E.W. Advisory Services's portfolio in Q2 2026, its #82 holding.
  • N.E.W. Advisory Services first reported a position in Realty Income in Q4 2019 and has held it in 21 quarters since.
  • 975 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.