Provenance Wealth Advisors’s Realty Income O Stock Holding History

Provenance Wealth 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	$496	Buy	+8	New	+$499	﹤0.01%	576

Other funds holding O

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

COPPSERS

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Provenance Wealth Advisors's O Position: Q2 2026 in Review

Provenance Wealth Advisors opened a new position in Realty Income (O) in Q2 2026: 8 shares worth $496. The stake represents ﹤0.01% of the portfolio and ranks #576 among its holdings.

613 funds tracked by Wall St. Rank hold O as of Q2 2026.

Provenance Wealth Advisors held 8 shares of Realty Income worth $496 as of Q2 2026.
Realty Income was a new Provenance Wealth Advisors position in Q2 2026.
Realty Income made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #576 holding.
613 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.