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 Q2	$949K	Buy	15,309 +347	+2%	+$21.6K	0.26%	86
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Resurgent Financial Advisors increased its Realty Income (O) stake by 2.3% in Q2 2026, buying an estimated $21.6K and bringing the position to 15,309 shares worth $949K. The position accounts for 0.26% of the portfolio, ranked #86.

Resurgent Financial Advisors first reported a position in O in Q2 2022 and has held it in 11 quarters since. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

Resurgent Financial Advisors held 15,309 shares of Realty Income worth $949K as of Q2 2026.
Resurgent Financial Advisors bought 347 Realty Income shares in Q2 2026, an estimated $21.6K.
Realty Income made up 0.26% of Resurgent Financial Advisors's portfolio in Q2 2026, its #86 holding.
Resurgent Financial Advisors first reported a position in Realty Income in Q2 2022 and has held it in 11 quarters since.
1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.