Register Financial 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	$261K	Buy	4,212 +60	+1%	+$3.74K	0.08%	210
2026 Q1	$254K	Sell	4,152 -35	-0.8%	-$2.19K	0.09%	192
2025 Q4	$236K	Buy	4,187 +216	+5%	+$12.5K	0.09%	181
2025 Q3	$241K	Buy	+3,971	New	+$231K	0.1%	178
2024 Q3	–	Sell	-1,355	Closed	-$71.6K	–	567
2024 Q2	$71.6K	Buy	1,355 +5	+0.4%	+$267	0.04%	309
2024 Q1	$73K	Buy	+1,350	New	+$73.1K	0.04%	304
2023 Q4	–	Sell	-1,341	Closed	-$67K	–	521
2023 Q3	$67K	Buy	1,341 +1,251	+1,390%	+$71.9K	0.05%	235
2023 Q2	$5.38K	Hold	90	–	–	﹤0.01%	449
2023 Q1	$5.7K	Hold	90	–	–	﹤0.01%	443
2022 Q4	$5.71K	Buy	+90	New	+$5.59K	﹤0.01%	664

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Register Financial Advisors's O Position: Q2 2026 in Review

Register Financial Advisors increased its Realty Income (O) stake by 1.4% in Q2 2026, buying an estimated $3.74K and bringing the position to 4,212 shares worth $261K. The position accounts for 0.08% of the portfolio, ranked #210.

Register Financial Advisors first reported a position in O in Q4 2022 and has held it in 10 quarters since. 639 funds tracked by Wall St. Rank hold O as of Q2 2026.

Register Financial Advisors held 4,212 shares of Realty Income worth $261K as of Q2 2026.
Register Financial Advisors bought 60 Realty Income shares in Q2 2026, an estimated $3.74K.
Realty Income made up 0.08% of Register Financial Advisors's portfolio in Q2 2026, its #210 holding.
Register Financial Advisors first reported a position in Realty Income in Q4 2022 and has held it in 10 quarters since.
639 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.