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Scarborough Advisors’s Realty Income O Stock Holding History

Scarborough 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 		– Sell
-1,127
Closed -$68.9K – 503
2026
Q1 		$68.9K Buy
+1,127
New +$70.5K 0.01% 208
2024
Q1 		– Sell
-687
Closed -$39.4K – 612
2023
Q4 		$39.4K Buy
+687
New +$36.1K 0.01% 201

Other funds holding O

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Scarborough Advisors's O Position: Q2 2026 in Review

Scarborough Advisors sold out of Realty Income (O) in Q2 2026, closing a stake of 1,127 shares — an estimated $68.9K sold.

Scarborough Advisors first reported a position in O in Q4 2023 and held it in 2 quarters. The position peaked at $68.9K in Q1 2026. 349 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Scarborough Advisors reported no remaining Realty Income position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 1,127 Realty Income shares in Q2 2026, an estimated $68.9K.
  • Scarborough Advisors first reported a position in Realty Income in Q4 2023 and held it in 2 quarters.
  • Scarborough Advisors's Realty Income position peaked at $68.9K in Q1 2026.
  • 349 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.