Sax Wealth Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
Other funds holding O
Sax Wealth Advisors's O Position: Q2 2026 in Review
Sax Wealth Advisors increased its Realty Income (O) stake by 38% in Q2 2026, buying an estimated $171K and bringing the position to 10,004 shares worth $612K. The position accounts for 0.02% of the portfolio, ranked #303.
Sax Wealth Advisors first reported a position in O in Q4 2025 and has held it in 3 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Sax Wealth Advisors held 10,004 shares of Realty Income worth $612K as of Q2 2026.
- Sax Wealth Advisors bought 2,746 Realty Income shares in Q2 2026, an estimated $171K.
- Realty Income made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #303 holding.
- Sax Wealth Advisors first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
- 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.