RFN
O icon

RDA Financial Network’s Realty Income O Stock Holding History

RDA Financial Network’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 		$989K Sell
15,968
-598
-4% -$37.3K 0.22% 102
2026
Q1 		$1.01M Sell
16,566
-469
-3% -$29.4K 0.25% 99
2025
Q4 		$960K Buy
17,035
+1,222
+8% +$70.8K 0.23% 104
2025
Q3 		$961K Sell
15,813
-957
-6% -$55.8K 0.24% 106
2025
Q2 		$966K Sell
16,770
-736
-4% -$41.6K 0.26% 104
2025
Q1 		$1.02M Buy
17,506
+507
+3% +$28.1K 0.3% 95
2024
Q4 		$908K Sell
16,999
-4
-0% -$233 0.26% 102
2024
Q3 		$1.08M Sell
17,003
-2,271
-12% -$135K 0.33% 92
2024
Q2 		$1.02M Sell
19,274
-140
-0.7% -$7.48K 0.33% 88
2024
Q1 		$1.05M Sell
19,414
-131
-0.7% -$7.09K 0.36% 79
2023
Q4 		$1.12M Sell
19,545
-91
-0.5% -$4.78K 0.43% 69
2023
Q3 		$981K Sell
19,636
-406
-2% -$23.3K 0.42% 70
2023
Q2 		$1.2M Buy
20,042
+25
+0.1% +$1.53K 0.5% 57
2023
Q1 		$1.27M Sell
20,017
-147
-0.7% -$9.53K 0.58% 54
2022
Q4 		$1.28M Sell
20,164
-72
-0.4% -$4.47K 0.64% 51
2022
Q3 		$1.18M Buy
20,236
+59
+0.3% +$4.07K 0.64% 50
2022
Q2 		$1.38M Sell
20,177
-125
-0.6% -$8.59K 0.69% 47
2022
Q1 		$1.41M Sell
20,302
-9
-0% -$612 0.59% 54
2021
Q4 		$1.45M Buy
+20,311
New +$1.4M 0.59% 52
2020
Q1 		– Sell
-3,237
Closed -$245K – 226
2019
Q4 		$245K Buy
3,237
+10
+0.3% +$745 0.1% 211
2019
Q3 		$243K Buy
3,227
+11
+0.3% +$771 0.1% 195
2019
Q2 		$218K Buy
3,216
+3
+0.1% +$205 0.1% 201
2019
Q1 		$222K Buy
+3,213
New +$213K 0.1% 189

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

RDA Financial Network's O Position: Q2 2026 in Review

RDA Financial Network reduced its Realty Income (O) stake by 3.6% in Q2 2026, selling an estimated $37.3K and leaving 15,968 shares worth $989K. The position accounts for 0.22% of the portfolio, ranked #102.

RDA Financial Network first reported a position in O in Q1 2019 and has held it in 23 quarters since. The position peaked at $1.45M in Q4 2021. 1,456 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • RDA Financial Network held 15,968 shares of Realty Income worth $989K as of Q2 2026.
  • RDA Financial Network sold 598 Realty Income shares in Q2 2026, an estimated $37.3K.
  • Realty Income made up 0.22% of RDA Financial Network's portfolio in Q2 2026, its #102 holding.
  • RDA Financial Network first reported a position in Realty Income in Q1 2019 and has held it in 23 quarters since.
  • RDA Financial Network's Realty Income position peaked at $1.45M in Q4 2021.
  • 1,456 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.