NewEdge Advisors’s Realty Income O Stock Holding History

NewEdge 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	$10.6M	Buy	171,838 +8,017	+5%	+$500K	0.03%	489
2026 Q1	$10M	Sell	163,821 -2,520	-2%	-$158K	0.04%	459
2025 Q4	$9.38M	Buy	166,341 +4,207	+3%	+$244K	0.03%	449
2025 Q3	$9.86M	Buy	162,134 +28,498	+21%	+$1.66M	0.04%	403
2025 Q2	$7.7M	Buy	133,636 +7,453	+6%	+$421K	0.04%	434
2025 Q1	$7.32M	Buy	126,183 +34,849	+38%	+$1.93M	0.04%	397
2024 Q4	$4.88M	Buy	91,334 +31,479	+53%	+$1.83M	0.03%	507
2024 Q3	$3.8M	Buy	59,855 +8,465	+16%	+$504K	0.02%	566
2024 Q2	$2.71M	Sell	51,390 -11,548	-18%	-$617K	0.02%	640
2024 Q1	$3.4M	Buy	62,938 +28,724	+84%	+$1.56M	0.03%	512
2023 Q4	$1.94M	Buy	34,214 +4,865	+17%	+$255K	0.02%	673
2023 Q3	$1.47M	Sell	29,349 -3,992	-12%	-$230K	0.02%	705
2023 Q2	$1.99M	Sell	33,341 -3,330	-9%	-$203K	0.02%	591
2023 Q1	$2.31M	Buy	36,671 +102	+0.3%	+$6.61K	0.03%	489
2022 Q4	$1.48M	Buy	36,569 +1,240	+4%	+$77K	0.04%	399
2022 Q3	$2.06M	Sell	35,329 -959	-3%	-$66.1K	0.03%	422
2022 Q2	$2.48M	Buy	36,288 +4,954	+16%	+$340K	0.04%	384
2022 Q1	$2.17M	Buy	31,334 +1,671	+6%	+$114K	0.03%	402
2021 Q4	$2.12M	Buy	29,663 +22,765	+330%	+$1.57M	0.03%	432
2021 Q3	$433K	Buy	6,898 +95	+1%	+$6.41K	0.01%	786
2021 Q2	$440K	Buy	6,803 +158	+2%	+$10.4K	0.01%	776
2021 Q1	$409K	Sell	6,645 -362	-5%	-$21.4K	0.01%	717
2020 Q4	$422K	Sell	7,007 -587	-8%	-$34.7K	0.01%	662
2020 Q3	$447K	Sell	7,594 -754	-9%	-$44.6K	0.02%	608
2020 Q2	$481K	Sell	8,348 -1,272	-13%	-$67.7K	0.02%	546
2020 Q1	$465K	Sell	9,620 -299	-3%	-$20.8K	0.02%	473
2019 Q4	$707K	Buy	9,919 +213	+2%	+$15.9K	0.03%	433
2019 Q3	$721K	Sell	9,706 -140	-1%	-$9.82K	0.03%	406
2019 Q2	$658K	Sell	9,846 -3,396	-26%	-$232K	0.04%	346
2019 Q1	$944K	Sell	13,242 -971	-7%	-$64.3K	0.06%	280
2018 Q4	$868	Sell	14,213 -3,591	-20%	-$214K	0.06%	273
2018 Q3	$981K	Sell	17,804 -1,648	-8%	-$90.8K	0.08%	237
2018 Q2	$1K	Sell	19,452 -6,431	-25%	-$326K	0.09%	211
2018 Q1	$1.28M	Sell	25,883 -23,843	-48%	-$1.19M	0.15%	162
2017 Q4	$2.66M	Sell	49,726 -5,230	-10%	-$284K	0.36%	72
2017 Q3	$3.01M	Sell	54,956 -363	-0.7%	-$20.2K	0.47%	58
2017 Q2	$2.87M	Buy	55,319 +5,538	+11%	+$306K	0.49%	54
2017 Q1	$2.88M	Buy	49,781 +6,101	+14%	+$353K	0.65%	50
2016 Q4	$2.48M	Sell	43,680 -3,032	-6%	-$170K	0.69%	48
2016 Q3	$3.03M	Buy	46,712 +5,267	+13%	+$348K	0.96%	43
2016 Q2	$2.79M	Buy	+41,445	New	+$2.52M	1.15%	33

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Norges Bank Oslo, Norway $1T AUM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NewEdge Advisors's O Position: Q2 2026 in Review

NewEdge Advisors increased its Realty Income (O) stake by 4.9% in Q2 2026, buying an estimated $500K and bringing the position to 171,838 shares worth $10.6M. The position accounts for 0.03% of the portfolio, ranked #489.

NewEdge Advisors first reported a position in O in Q2 2016 and has held it in 41 quarters since. 1,211 funds tracked by Wall St. Rank hold O as of Q2 2026.

NewEdge Advisors held 171,838 shares of Realty Income worth $10.6M as of Q2 2026.
NewEdge Advisors bought 8,017 Realty Income shares in Q2 2026, an estimated $500K.
Realty Income made up 0.03% of NewEdge Advisors's portfolio in Q2 2026, its #489 holding.
NewEdge Advisors first reported a position in Realty Income in Q2 2016 and has held it in 41 quarters since.
1,211 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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