Sheaff Brock Investment Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.87M | Buy |
32,283
+1,969
| +6% | +$109K | 0.17% | 106 |
|
|
2024
Q4 | $1.62M | Sell |
30,314
-1,190
| -4% | -$69.3K | 0.14% | 124 |
|
|
2024
Q3 | $2M | Buy |
31,504
+632
| +2% | +$37.6K | 0.17% | 111 |
|
|
2024
Q2 | $1.63M | Sell |
30,872
-3,339
| -10% | -$178K | 0.15% | 120 |
|
|
2024
Q1 | $1.85M | Buy |
34,211
+1,357
| +4% | +$73.5K | 0.12% | 123 |
|
|
2023
Q4 | $1.89M | Buy |
32,854
+3,664
| +13% | +$192K | 0.15% | 109 |
|
|
2023
Q3 | $1.46M | Buy |
29,190
+542
| +2% | +$31.2K | 0.13% | 119 |
|
|
2023
Q2 | $1.71M | Buy |
28,648
+75
| +0.3% | +$4.58K | 0.14% | 113 |
|
|
2023
Q1 | $1.81M | Buy |
28,573
+827
| +3% | +$53.6K | 0.17% | 104 |
|
|
2022
Q4 | $1.76M | Buy |
27,746
+20,215
| +268% | +$1.26M | 0.17% | 97 |
|
|
2022
Q3 | $438K | Sell |
7,531
-56
| -0.7% | -$3.86K | 0.05% | 255 |
|
|
2022
Q2 | $518K | Buy |
7,587
+84
| +1% | +$5.77K | 0.04% | 241 |
|
|
2022
Q1 | $520K | Buy |
7,503
+687
| +10% | +$46.7K | 0.04% | 275 |
|
|
2021
Q4 | $488K | Buy |
6,816
+1,465
| +27% | +$101K | 0.03% | 286 |
|
|
2021
Q3 | $337K | Buy |
5,351
+314
| +6% | +$21.2K | 0.02% | 345 |
|
|
2021
Q2 | $326K | Buy |
5,037
+30
| +0.6% | +$1.97K | 0.02% | 341 |
|
|
2021
Q1 | $309K | Buy |
5,007
+741
| +17% | +$43.9K | 0.02% | 349 |
|
|
2020
Q4 | $257K | Buy |
4,266
+220
| +5% | +$13K | 0.02% | 370 |
|
|
2020
Q3 | $238K | Buy |
+4,046
| New | +$239K | 0.02% | 349 |
|
|
2020
Q2 | – | Sell |
-4,608
| Closed | -$223K | – | 473 |
|
|
2020
Q1 | $223K | Sell |
4,608
-17,083
| -79% | -$1.19M | 0.03% | 320 |
|
|
2019
Q4 | $1.55M | Buy |
21,691
+134
| +0.6% | +$9.98K | 0.15% | 92 |
|
|
2019
Q3 | $1.6M | Buy |
21,557
+345
| +2% | +$24.2K | 0.17% | 87 |
|
|
2019
Q2 | $1.42M | Buy |
21,212
+242
| +1% | +$16.5K | 0.15% | 97 |
|
|
2019
Q1 | $1.5M | Buy |
20,970
+452
| +2% | +$30K | 0.18% | 98 |
|
|
2018
Q4 | $1.25M | Buy |
20,518
+1,185
| +6% | +$70.8K | 0.2% | 97 |
|
|
2018
Q3 | $1.07M | Sell |
19,333
-868
| -4% | -$47.8K | 0.1% | 147 |
|
|
2018
Q2 | $1.05M | Buy |
20,201
+382
| +2% | +$19.4K | 0.1% | 148 |
|
|
2018
Q1 | $993K | Buy |
19,819
+4,036
| +26% | +$201K | 0.1% | 147 |
|
|
2017
Q4 | $872K | Buy |
15,783
+801
| +5% | +$43.5K | 0.11% | 176 |
|
|
2017
Q3 | $830K | Buy |
14,982
+349
| +2% | +$19.4K | 0.11% | 186 |
|
|
2017
Q2 | $782K | Buy |
14,633
+317
| +2% | +$17.5K | 0.1% | 203 |
|
|
2017
Q1 | $826K | Buy |
14,316
+542
| +4% | +$31.4K | 0.11% | 188 |
|
|
2016
Q4 | $767K | Buy |
13,774
+4,052
| +42% | +$227K | 0.1% | 217 |
|
|
2016
Q3 | $631K | Sell |
9,722
-2,152
| -18% | -$142K | 0.08% | 235 |
|
|
2016
Q2 | $798K | Sell |
11,874
-815
| -6% | -$49.5K | 0.1% | 206 |
|
|
2016
Q1 | $769K | Sell |
12,689
-429
| -3% | -$23.9K | 0.09% | 209 |
|
|
2015
Q4 | $656K | Buy |
+13,118
| New | +$627K | 0.07% | 263 |
|
Other funds holding O
Sheaff Brock Investment Advisors's O Position: Q1 2025 in Review
Sheaff Brock Investment Advisors increased its Realty Income (O) stake by 6.5% in Q1 2025, buying an estimated $109K and bringing the position to 32,283 shares worth $1.87M. The position accounts for 0.17% of the portfolio, ranked #106.
Sheaff Brock Investment Advisors first reported a position in O in Q4 2015 and has held it in 37 quarters since. The position peaked at $2M in Q3 2024. 1,275 funds tracked by Wall St. Rank hold O as of Q1 2025.
- Sheaff Brock Investment Advisors held 32,283 shares of Realty Income worth $1.87M as of Q1 2025.
- Sheaff Brock Investment Advisors bought 1,969 Realty Income shares in Q1 2025, an estimated $109K.
- Realty Income made up 0.17% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #106 holding.
- Sheaff Brock Investment Advisors first reported a position in Realty Income in Q4 2015 and has held it in 37 quarters since.
- Sheaff Brock Investment Advisors's Realty Income position peaked at $2M in Q3 2024.
- 1,275 funds tracked by Wall St. Rank held Realty Income as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.