Resonant Capital Advisors’s Realty Income O Stock Holding History

Resonant Capital 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	$375K	Buy	6,030 +606	+11%	+$37.8K	0.02%	369
2026 Q1	$333K	Buy	5,424 +491	+10%	+$30.7K	0.02%	364
2025 Q4	$279K	Sell	4,933 -148	-3%	-$8.57K	0.02%	353
2025 Q3	$309K	Buy	5,081 +1,032	+25%	+$60.1K	0.02%	326
2025 Q2	$233K	Buy	+4,049	New	+$229K	0.01%	379

Other funds holding O

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Resonant Capital Advisors's O Position: Q2 2026 in Review

Resonant Capital Advisors increased its Realty Income (O) stake by 11% in Q2 2026, buying an estimated $37.8K and bringing the position to 6,030 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #369.

Resonant Capital Advisors first reported a position in O in Q2 2025 and has held it in 5 quarters since. 818 funds tracked by Wall St. Rank hold O as of Q2 2026.

Resonant Capital Advisors held 6,030 shares of Realty Income worth $375K as of Q2 2026.
Resonant Capital Advisors bought 606 Realty Income shares in Q2 2026, an estimated $37.8K.
Realty Income made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #369 holding.
Resonant Capital Advisors first reported a position in Realty Income in Q2 2025 and has held it in 5 quarters since.
818 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.