SA
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Sanctuary Advisors’s Realty Income O Stock Holding History

Sanctuary 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 		$16.1M Buy
259,905
+24,492
+10% +$1.53M 0.07% 271
2026
Q1 		$14.4M Buy
235,413
+3,714
+2% +$232K 0.08% 271
2025
Q4 		$13.1M Buy
231,699
+9,387
+4% +$543K 0.07% 279
2025
Q3 		$13.5M Buy
222,312
+4,867
+2% +$284K 0.08% 262
2025
Q2 		$12.5M Buy
217,445
+25
+0% +$1.41K 0.08% 267
2025
Q1 		$12.6M Sell
217,420
-7,573
-3% -$419K 0.09% 236
2024
Q4 		$12.2M Sell
224,993
-14,649
-6% -$853K 0.08% 272
2024
Q3 		$13.8M Buy
239,642
+86,979
+57% +$5.18M 0.09% 257
2024
Q2 		$8.2M Buy
+152,663
New +$8.15M 0.06% 328

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sanctuary Advisors's O Position: Q2 2026 in Review

Sanctuary Advisors increased its Realty Income (O) stake by 10% in Q2 2026, buying an estimated $1.53M and bringing the position to 259,905 shares worth $16.1M. The position accounts for 0.07% of the portfolio, ranked #271.

Sanctuary Advisors first reported a position in O in Q2 2024 and has held it in 9 quarters since. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Sanctuary Advisors held 259,905 shares of Realty Income worth $16.1M as of Q2 2026.
  • Sanctuary Advisors bought 24,492 Realty Income shares in Q2 2026, an estimated $1.53M.
  • Realty Income made up 0.07% of Sanctuary Advisors's portfolio in Q2 2026, its #271 holding.
  • Sanctuary Advisors first reported a position in Realty Income in Q2 2024 and has held it in 9 quarters since.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.