Regal 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
Q1 | $679K | Buy |
11,100
+2,799
| +34% | +$175K | 0.04% | 372 |
|
|
2025
Q4 | $468K | Buy |
8,301
+310
| +4% | +$17.9K | 0.03% | 436 |
|
|
2025
Q3 | $486K | Buy |
7,991
+730
| +10% | +$42.5K | 0.03% | 382 |
|
|
2025
Q2 | $418K | Sell |
7,261
-456
| -6% | -$25.8K | 0.03% | 362 |
|
|
2025
Q1 | $448K | Sell |
7,717
-192
| -2% | -$10.6K | 0.04% | 343 |
|
|
2024
Q4 | $422K | Sell |
7,909
-3,430
| -30% | -$200K | 0.03% | 352 |
|
|
2024
Q3 | $719K | Buy |
11,339
+4,926
| +77% | +$293K | 0.05% | 288 |
|
|
2024
Q2 | $339K | Buy |
6,413
+2,221
| +53% | +$119K | 0.02% | 432 |
|
|
2024
Q1 | $227K | Buy |
+4,192
| New | +$227K | 0.02% | 526 |
|
|
2022
Q2 | – | Sell |
-3,754
| Closed | -$260K | – | 540 |
|
|
2022
Q1 | $260K | Buy |
3,754
+2
| +0.1% | +$136 | 0.02% | 443 |
|
|
2021
Q4 | $269K | Buy |
3,752
+74
| +2% | +$5.09K | 0.02% | 455 |
|
|
2021
Q3 | $231K | Buy |
3,678
+2
| +0.1% | +$135 | 0.02% | 478 |
|
|
2021
Q2 | $238K | Buy |
+3,676
| New | +$242K | 0.02% | 470 |
|
|
2021
Q1 | – | Sell |
-5,910
| Closed | -$356K | – | 299 |
|
|
2020
Q4 | $356K | Buy |
+5,910
| New | +$349K | 0.04% | 332 |
|
|
2020
Q3 | – | Sell |
-4,396
| Closed | -$253K | – | 187 |
|
|
2020
Q2 | $253K | Buy |
+4,396
| New | +$234K | 0.05% | 266 |
|
|
2020
Q1 | – | Sell |
-4,396
| Closed | -$314K | – | 215 |
|
|
2019
Q4 | $314K | Hold |
4,396
| – | – | 0.06% | 255 |
|
|
2019
Q3 | $327K | Buy |
+4,396
| New | +$308K | 0.06% | 239 |
|
|
2015
Q4 | – | Sell |
-3,096
| Closed | -$142K | – | 681 |
|
|
2015
Q3 | $142K | Hold |
3,096
| – | – | 0.04% | 295 |
|
|
2015
Q2 | $133K | Sell |
3,096
-351
| -10% | -$16.1K | 0.04% | 297 |
|
|
2015
Q1 | $172K | Sell |
3,447
-590
| -15% | -$29.5K | 0.04% | 269 |
|
|
2014
Q4 | $187K | Sell |
4,037
-9,074
| -69% | -$402K | 0.05% | 237 |
|
|
2014
Q3 | $518K | Sell |
13,111
-199
| -1% | -$8.49K | 0.16% | 144 |
|
|
2014
Q2 | $573K | Sell |
13,310
-532
| -4% | -$22.2K | 0.2% | 122 |
|
|
2014
Q1 | $548K | Sell |
13,842
-629
| -4% | -$25K | 0.23% | 112 |
|
|
2013
Q4 | $523K | Buy |
14,471
+843
| +6% | +$32.4K | 0.3% | 101 |
|
|
2013
Q3 | $525K | Sell |
13,628
-1,604
| -11% | -$65K | 0.31% | 105 |
|
|
2013
Q2 | $621K | Buy |
+15,232
| New | +$704K | 0.34% | 98 |
|
Other funds holding O
VPM
VCM
Regal Investment Advisors's O Position: Q1 2026 in Review
Regal Investment Advisors increased its Realty Income (O) stake by 34% in Q1 2026, buying an estimated $175K and bringing the position to 11,100 shares worth $679K. The position accounts for 0.04% of the portfolio, ranked #372.
Regal Investment Advisors first reported a position in O in Q2 2013 and has held it in 27 quarters since. The position peaked at $719K in Q3 2024. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.
- Regal Investment Advisors held 11,100 shares of Realty Income worth $679K as of Q1 2026.
- Regal Investment Advisors bought 2,799 Realty Income shares in Q1 2026, an estimated $175K.
- Realty Income made up 0.04% of Regal Investment Advisors's portfolio in Q1 2026, its #372 holding.
- Regal Investment Advisors first reported a position in Realty Income in Q2 2013 and has held it in 27 quarters since.
- Regal Investment Advisors's Realty Income position peaked at $719K in Q3 2024.
- 1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.
Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.