Scott Capital Advisors’s Realty Income O Stock Holding History

Scott Capital 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	$830K	Buy	13,402 +1,449	+12%	+$90.3K	0.13%	39
2026 Q1	$762K	Buy	11,953 +902	+8%	+$56.5K	0.15%	35
2025 Q4	$623K	Buy	11,051 +3,055	+38%	+$177K	0.14%	36
2025 Q3	$472K	Buy	7,996 +4,049	+103%	+$236K	0.11%	39
2025 Q2	$225K	Buy	+3,947	New	+$223K	0.06%	49
2024 Q4	–	Sell	-3,850	Closed	-$244K	–	51
2024 Q3	$244K	Buy	+3,850	New	+$229K	0.07%	47
2024 Q2	–	Sell	-3,744	Closed	-$204K	–	51
2024 Q1	$204K	Buy	3,744 +163	+5%	+$8.83K	0.06%	51
2023 Q4	$206K	Buy	+3,581	New	+$188K	0.07%	51
2023 Q2	–	Sell	-3,238	Closed	-$205K	–	47
2023 Q1	$205K	Buy	3,238 +23	+0.7%	+$1.49K	0.1%	46
2022 Q4	$204K	Buy	+3,215	New	+$200K	0.12%	45

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) 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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Scott Capital Advisors's O Position: Q2 2026 in Review

Scott Capital Advisors increased its Realty Income (O) stake by 12% in Q2 2026, buying an estimated $90.3K and bringing the position to 13,402 shares worth $830K. The position accounts for 0.13% of the portfolio, ranked #39.

Scott Capital Advisors first reported a position in O in Q4 2022 and has held it in 10 quarters since. 419 funds tracked by Wall St. Rank hold O as of Q2 2026.

Scott Capital Advisors held 13,402 shares of Realty Income worth $830K as of Q2 2026.
Scott Capital Advisors bought 1,449 Realty Income shares in Q2 2026, an estimated $90.3K.
Realty Income made up 0.13% of Scott Capital Advisors's portfolio in Q2 2026, its #39 holding.
Scott Capital Advisors first reported a position in Realty Income in Q4 2022 and has held it in 10 quarters since.
419 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.