Sand Hill Global 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 | $222K | Hold |
3,591
| – | – | 0.01% | 205 |
|
|
2026
Q1 | $220K | Buy |
+3,591
| New | +$225K | 0.01% | 194 |
|
|
2025
Q4 | – | Sell |
-3,482
| Closed | -$212K | – | 206 |
|
|
2025
Q3 | $212K | Hold |
3,482
| – | – | 0.01% | 193 |
|
|
2025
Q2 | $201K | Hold |
3,482
| – | – | 0.01% | 198 |
|
|
2025
Q1 | $202K | Buy |
+3,482
| New | +$193K | 0.01% | 192 |
|
|
2024
Q4 | – | Sell |
-3,482
| Closed | -$221K | – | 199 |
|
|
2024
Q3 | $221K | Sell |
3,482
-1,200
| -26% | -$71.4K | 0.01% | 187 |
|
|
2024
Q2 | $247K | Buy |
+4,682
| New | +$250K | 0.01% | 174 |
|
|
2023
Q3 | – | Sell |
-3,482
| Closed | -$208K | – | 158 |
|
|
2023
Q2 | $208K | Hold |
3,482
| – | – | 0.01% | 151 |
|
|
2023
Q1 | $220K | Hold |
3,482
| – | – | 0.01% | 151 |
|
|
2022
Q4 | $221K | Hold |
3,482
| – | – | 0.01% | 152 |
|
|
2022
Q3 | $203K | Hold |
3,482
| – | – | 0.01% | 150 |
|
|
2022
Q2 | $238K | Hold |
3,482
| – | – | 0.01% | 146 |
|
|
2022
Q1 | $241K | Hold |
3,482
| – | – | 0.01% | 142 |
|
|
2021
Q4 | $249K | Sell |
3,482
-111
| -3% | -$7.63K | 0.01% | 142 |
|
|
2021
Q3 | $226K | Sell |
3,593
-113
| -3% | -$7.63K | 0.01% | 144 |
|
|
2021
Q2 | $240K | Buy |
3,706
+52
| +1% | +$3.42K | 0.01% | 146 |
|
|
2021
Q1 | $225K | Hold |
3,654
| – | – | 0.01% | 129 |
|
|
2020
Q4 | $220K | Sell |
3,654
-125
| -3% | -$7.39K | 0.01% | 131 |
|
|
2020
Q3 | $222K | Hold |
3,779
| – | – | 0.02% | 120 |
|
|
2020
Q2 | $218K | Buy |
+3,779
| New | +$201K | 0.02% | 119 |
|
|
2020
Q1 | – | Sell |
-3,593
| Closed | -$256K | – | 134 |
|
|
2019
Q4 | $256K | Hold |
3,593
| – | – | 0.02% | 124 |
|
|
2019
Q3 | $267K | Hold |
3,593
| – | – | 0.03% | 123 |
|
|
2019
Q2 | $240K | Hold |
3,593
| – | – | 0.02% | 99 |
|
|
2019
Q1 | $256K | Hold |
3,593
| – | – | 0.03% | 95 |
|
|
2018
Q4 | $220K | Buy |
+3,593
| New | +$215K | 0.02% | 99 |
|
|
2018
Q1 | – | Sell |
-6,173
| Closed | -$341K | – | 96 |
|
|
2017
Q4 | $341K | Hold |
6,173
| – | – | 0.03% | 88 |
|
|
2017
Q3 | $342K | Hold |
6,173
| – | – | 0.04% | 85 |
|
|
2017
Q2 | $330K | Buy |
+6,173
| New | +$342K | 0.04% | 89 |
|
Other funds holding O
Sand Hill Global Advisors's O Position: Q2 2026 in Review
Sand Hill Global Advisors held its Realty Income (O) position steady in Q2 2026 at 3,591 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #205.
Sand Hill Global Advisors first reported a position in O in Q2 2017 and has held it in 28 quarters since. The position peaked at $342K in Q3 2017. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Sand Hill Global Advisors held 3,591 shares of Realty Income worth $222K as of Q2 2026.
- Sand Hill Global Advisors left its Realty Income share count unchanged in Q2 2026.
- Realty Income made up 0.01% of Sand Hill Global Advisors's portfolio in Q2 2026, its #205 holding.
- Sand Hill Global Advisors first reported a position in Realty Income in Q2 2017 and has held it in 28 quarters since.
- Sand Hill Global Advisors's Realty Income position peaked at $342K in Q3 2017.
- 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.