NWF 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
$225K Buy
+3,639
New +$227K 0.02% 375
2025
Q4
Sell
-3,498
Closed -$213K 431
2025
Q3
$213K Sell
3,498
-1,013
-22% -$59K 0.02% 366
2025
Q2
$260K Buy
4,511
+35
+0.8% +$1.98K 0.03% 321
2025
Q1
$260K Buy
+4,476
New +$248K 0.04% 272

Other funds holding O

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

NWF Advisory Services opened a new position in Realty Income (O) in Q2 2026: 3,639 shares worth $225K. The stake represents 0.02% of the portfolio and ranks #375 among its holdings. This is a return to the name: NWF Advisory Services previously reported a position in O as recently as Q3 2025.

NWF Advisory Services first reported a position in O in Q1 2025 and has held it in 4 quarters since. The position peaked at $260K in Q2 2025. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • NWF Advisory Services held 3,639 shares of Realty Income worth $225K as of Q2 2026.
  • Realty Income was a new NWF Advisory Services position in Q2 2026.
  • Realty Income made up 0.02% of NWF Advisory Services's portfolio in Q2 2026, its #375 holding.
  • NWF Advisory Services first reported a position in Realty Income in Q1 2025 and has held it in 4 quarters since.
  • NWF Advisory Services's Realty Income position peaked at $260K in Q2 2025.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.