OneDigital Investment Advisors’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 | $5.17M | Sell |
83,518
-7,334
| -8% | -$457K | 0.04% | 299 |
|
|
2026
Q1 | $5.56M | Buy |
90,852
+2,184
| +2% | +$137K | 0.05% | 263 |
|
|
2025
Q4 | $5M | Buy |
88,668
+77,414
| +688% | +$4.48M | 0.05% | 272 |
|
|
2025
Q3 | $684K | Buy |
11,254
+2,340
| +26% | +$136K | 0.01% | 801 |
|
|
2025
Q2 | $514K | Buy |
8,914
+560
| +7% | +$31.7K | 0.01% | 885 |
|
|
2025
Q1 | $485K | Sell |
8,354
-3,484
| -29% | -$193K | 0.01% | 870 |
|
|
2024
Q4 | $632K | Sell |
11,838
-2,226
| -16% | -$130K | 0.01% | 796 |
|
|
2024
Q3 | $892K | Buy |
14,064
+3,720
| +36% | +$221K | 0.01% | 692 |
|
|
2024
Q2 | $546K | Buy |
10,344
+124
| +1% | +$6.62K | 0.01% | 863 |
|
|
2024
Q1 | $553K | Buy |
10,220
+3,298
| +48% | +$179K | 0.01% | 706 |
|
|
2023
Q4 | $397K | Sell |
6,922
-297
| -4% | -$15.6K | 0.01% | 810 |
|
|
2023
Q3 | $361K | Sell |
7,219
-4,423
| -38% | -$254K | 0.01% | 745 |
|
|
2023
Q2 | $696K | Buy |
11,642
+246
| +2% | +$15K | 0.02% | 516 |
|
|
2023
Q1 | $722K | Buy |
11,396
+524
| +5% | +$34K | 0.02% | 494 |
|
|
2022
Q4 | $690K | Sell |
10,872
-877
| -7% | -$54.5K | 0.02% | 441 |
|
|
2022
Q3 | $684K | Buy |
11,749
+1,381
| +13% | +$95.2K | 0.03% | 379 |
|
|
2022
Q2 | $708K | Buy |
10,368
+4,438
| +75% | +$305K | 0.03% | 332 |
|
|
2022
Q1 | $411K | Buy |
5,930
+1,927
| +48% | +$131K | 0.02% | 500 |
|
|
2021
Q4 | $287K | Buy |
+4,003
| New | +$275K | 0.01% | 615 |
|
|
2021
Q2 | – | Sell |
-3,990
| Closed | -$245K | – | 773 |
|
|
2021
Q1 | $245K | Buy |
3,990
+78
| +2% | +$4.62K | 0.01% | 559 |
|
|
2020
Q4 | $236K | Sell |
3,912
-50
| -1% | -$2.96K | 0.01% | 554 |
|
|
2020
Q3 | $233K | Buy |
+3,962
| New | +$234K | 0.02% | 510 |
|
|
2020
Q1 | – | Sell |
-2,944
| Closed | -$210K | – | 613 |
|
|
2019
Q4 | $210K | Sell |
2,944
-68
| -2% | -$5.07K | 0.02% | 507 |
|
|
2019
Q3 | $224K | Buy |
3,012
+2,629
| +686% | +$184K | 0.02% | 463 |
|
|
2019
Q2 | $26K | Hold |
383
| – | – | ﹤0.01% | 735 |
|
|
2019
Q1 | $27K | Hold |
383
| – | – | ﹤0.01% | 650 |
|
|
2018
Q4 | $23K | Sell |
383
-571
| -60% | -$34.1K | ﹤0.01% | 658 |
|
|
2018
Q3 | $52K | Buy |
954
+365
| +62% | +$20.1K | 0.01% | 401 |
|
|
2018
Q2 | $31K | Buy |
589
+54
| +10% | +$2.74K | 0.01% | 658 |
|
|
2018
Q1 | $27K | Sell |
535
-137
| -20% | -$6.83K | 0.01% | 702 |
|
|
2017
Q4 | $37K | Buy |
672
+289
| +75% | +$15.7K | ﹤0.01% | 593 |
|
|
2017
Q3 | $21K | Sell |
383
-152
| -28% | -$8.44K | 0.01% | 631 |
|
|
2017
Q2 | $28K | Buy |
+535
| New | +$29.6K | 0.01% | 635 |
|
Other funds holding O
CIM
N
OneDigital Investment Advisors's O Position: Q2 2026 in Review
OneDigital Investment Advisors reduced its Realty Income (O) stake by 8.1% in Q2 2026, selling an estimated $457K and leaving 83,518 shares worth $5.17M. The position accounts for 0.04% of the portfolio, ranked #299.
OneDigital Investment Advisors first reported a position in O in Q2 2017 and has held it in 33 quarters since. The position peaked at $5.56M in Q1 2026. 958 funds tracked by Wall St. Rank hold O as of Q2 2026.
- OneDigital Investment Advisors held 83,518 shares of Realty Income worth $5.17M as of Q2 2026.
- OneDigital Investment Advisors sold 7,334 Realty Income shares in Q2 2026, an estimated $457K.
- Realty Income made up 0.04% of OneDigital Investment Advisors's portfolio in Q2 2026, its #299 holding.
- OneDigital Investment Advisors first reported a position in Realty Income in Q2 2017 and has held it in 33 quarters since.
- OneDigital Investment Advisors's Realty Income position peaked at $5.56M in Q1 2026.
- 958 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.