SFMG Wealth Advisors’s Realty Income O Stock Holding History

SFMG Wealth 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	$224K	Sell	3,609 -457	-11%	-$28.5K	0.01%	292
2026 Q1	$249K	Buy	4,066 +78	+2%	+$4.88K	0.02%	268
2025 Q4	$225K	Sell	3,988 -60	-1%	-$3.47K	0.02%	278
2025 Q3	$246K	Sell	4,048 -64	-2%	-$3.73K	0.02%	253
2025 Q2	$237K	Buy	4,112 +29	+0.7%	+$1.64K	0.02%	239
2025 Q1	$237K	Buy	+4,083	New	+$226K	0.02%	236
2015 Q1	–	Sell	-23,437	Closed	-$1.08M	–	183
2014 Q4	$1.08M	Buy	+23,437	New	+$1.04M	0.24%	53

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 $3.37T AUM 44.26% 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

SFMG Wealth Advisors's O Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its Realty Income (O) stake by 11% in Q2 2026, selling an estimated $28.5K and leaving 3,609 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #292.

SFMG Wealth Advisors first reported a position in O in Q4 2014 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2014. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

SFMG Wealth Advisors held 3,609 shares of Realty Income worth $224K as of Q2 2026.
SFMG Wealth Advisors sold 457 Realty Income shares in Q2 2026, an estimated $28.5K.
Realty Income made up 0.01% of SFMG Wealth Advisors's portfolio in Q2 2026, its #292 holding.
SFMG Wealth Advisors first reported a position in Realty Income in Q4 2014 and has held it in 7 quarters since.
SFMG Wealth Advisors's Realty Income position peaked at $1.08M in Q4 2014.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.