Sequoia Financial Advisors’s Realty Income O Stock Holding History

Sequoia Financial 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	$2.32M	Sell	37,446 -5,778	-13%	-$360K	0.01%	581
2026 Q1	$2.64M	Sell	43,224 -5,034	-10%	-$315K	0.01%	509
2025 Q4	$2.72M	Sell	48,258 -1,767	-4%	-$102K	0.02%	480
2025 Q3	$3.04M	Buy	50,025 +7,256	+17%	+$423K	0.02%	414
2025 Q2	$2.46M	Buy	42,769 +19,811	+86%	+$1.12M	0.02%	420
2025 Q1	$1.33M	Sell	22,958 -663	-3%	-$36.7K	0.01%	535
2024 Q4	$1.26M	Sell	23,621 -83,142	-78%	-$4.84M	0.01%	515
2024 Q3	$6.77M	Sell	106,763 -9,815	-8%	-$584K	0.07%	185
2024 Q2	$6.16M	Sell	116,578 -12,065	-9%	-$644K	0.07%	170
2024 Q1	$6.96M	Sell	128,643 -9,446	-7%	-$511K	0.09%	168
2023 Q4	$7.93M	Buy	138,089 +16,110	+13%	+$846K	0.1%	167
2023 Q3	$6.09M	Sell	121,979 -8,792	-7%	-$506K	0.11%	134
2023 Q2	$7.82M	Sell	130,771 -38,437	-23%	-$2.35M	0.13%	120
2023 Q1	$10.7M	Buy	169,208 +6,097	+4%	+$395K	0.24%	82
2022 Q4	$10.3M	Buy	163,111 +66,961	+70%	+$4.16M	0.25%	78
2022 Q3	$5.6M	Buy	96,150 +10,513	+12%	+$725K	0.18%	104
2022 Q2	$5.85M	Buy	85,637 +16,150	+23%	+$1.11M	0.17%	104
2022 Q1	$4.82M	Buy	69,487 +16,398	+31%	+$1.11M	0.12%	120
2021 Q4	$3.8M	Buy	53,089 +48,940	+1,180%	+$3.37M	0.1%	126
2021 Q3	$261K	Sell	4,149 -38,530	-90%	-$2.6M	0.03%	222
2021 Q2	$2.76M	Buy	42,679 +10,877	+34%	+$715K	0.1%	123
2021 Q1	$1.96M	Buy	31,802 +27,393	+621%	+$1.62M	0.08%	128
2020 Q4	$266K	Buy	4,409 +348	+9%	+$20.6K	0.01%	339
2020 Q3	$239K	Sell	4,061 -184	-4%	-$10.9K	0.01%	339
2020 Q2	$245K	Buy	+4,245	New	+$226K	0.01%	318
2020 Q1	–	Sell	-4,086	Closed	-$292K	–	392
2019 Q4	$292K	Buy	4,086 +55	+1%	+$4.1K	0.02%	303
2019 Q3	$300K	Buy	4,031 +8	+0.2%	+$561	0.02%	278
2019 Q2	$269K	Sell	4,023 -1,302	-24%	-$88.9K	0.02%	295
2019 Q1	$380K	Buy	5,325 +236	+5%	+$15.6K	0.03%	236
2018 Q4	$311K	Buy	5,089 +785	+18%	+$46.9K	0.04%	202
2018 Q3	$237K	Buy	4,304 +154	+4%	+$8.48K	0.02%	271
2018 Q2	$216K	Hold	4,150	–	–	0.02%	283
2018 Q1	$208K	Buy	+4,150	New	+$207K	0.02%	284

Other funds holding O

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Sequoia Financial Advisors's O Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Realty Income (O) stake by 13% in Q2 2026, selling an estimated $360K and leaving 37,446 shares worth $2.32M. The position accounts for 0.01% of the portfolio, ranked #581.

Sequoia Financial Advisors first reported a position in O in Q1 2018 and has held it in 33 quarters since. The position peaked at $10.7M in Q1 2023. 210 funds tracked by Wall St. Rank hold O as of Q2 2026.

Sequoia Financial Advisors held 37,446 shares of Realty Income worth $2.32M as of Q2 2026.
Sequoia Financial Advisors sold 5,778 Realty Income shares in Q2 2026, an estimated $360K.
Realty Income made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #581 holding.
Sequoia Financial Advisors first reported a position in Realty Income in Q1 2018 and has held it in 33 quarters since.
Sequoia Financial Advisors's Realty Income position peaked at $10.7M in Q1 2023.
210 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.