Resurgent Financial Advisors’s Realty Income O Stock Holding History

Resurgent Financial 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 Q1	$915K	Buy	14,962 +603	+4%	+$37.7K	0.33%	67
2025 Q4	$809K	Buy	14,359 +2,423	+20%	+$140K	0.41%	68
2025 Q3	$726K	Buy	+11,936	New	+$695K	0.36%	76
2024 Q1	–	Sell	-443	Closed	-$25.4K	–	388
2023 Q4	$25.4K	Sell	443 -1	-0.2%	-$52	0.02%	448
2023 Q3	$22.2K	Buy	444 +7	+2%	+$403	0.02%	464
2023 Q2	$26.1K	Sell	437 -80	-15%	-$4.88K	0.02%	445
2023 Q1	$32.7K	Sell	517 -2,851	-85%	-$185K	0.02%	403
2022 Q4	$214K	Sell	3,368 -295	-8%	-$18.3K	0.11%	189
2022 Q3	$213K	Sell	3,663 -29	-0.8%	-$2K	0.14%	180
2022 Q2	$252K	Buy	+3,692	New	+$254K	0.16%	151

Other funds holding O

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Resurgent Financial Advisors's O Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Realty Income (O) stake by 4.2% in Q1 2026, buying an estimated $37.7K and bringing the position to 14,962 shares worth $915K. The position accounts for 0.33% of the portfolio, ranked #67.

Resurgent Financial Advisors first reported a position in O in Q2 2022 and has held it in 10 quarters since. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

Resurgent Financial Advisors held 14,962 shares of Realty Income worth $915K as of Q1 2026.
Resurgent Financial Advisors bought 603 Realty Income shares in Q1 2026, an estimated $37.7K.
Realty Income made up 0.33% of Resurgent Financial Advisors's portfolio in Q1 2026, its #67 holding.
Resurgent Financial Advisors first reported a position in Realty Income in Q2 2022 and has held it in 10 quarters since.
1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.