Savvy Advisors Inc’s Realty Income O Stock Holding History

Savvy Advisors Inc’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	$830K	Buy	13,390 +3,688	+38%	+$230K	0.02%	589
2026 Q1	$594K	Buy	9,702 +4,893	+102%	+$306K	0.02%	602
2025 Q4	$271K	Buy	+4,809	New	+$278K	0.01%	814

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's O Position: Q2 2026 in Review

Savvy Advisors Inc increased its Realty Income (O) stake by 38% in Q2 2026, buying an estimated $230K and bringing the position to 13,390 shares worth $830K. The position accounts for 0.02% of the portfolio, ranked #589.

Savvy Advisors Inc first reported a position in O in Q4 2025 and has held it in 3 quarters since. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

Savvy Advisors Inc held 13,390 shares of Realty Income worth $830K as of Q2 2026.
Savvy Advisors Inc bought 3,688 Realty Income shares in Q2 2026, an estimated $230K.
Realty Income made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #589 holding.
Savvy Advisors Inc first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.