Sowell Financial Services’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.23M | Buy |
68,290
+23,727
| +53% | +$1.48M | 0.14% | 160 |
|
|
2026
Q1 | $2.73M | Buy |
44,563
+1,055
| +2% | +$66K | 0.1% | 212 |
|
|
2025
Q4 | $2.45M | Buy |
43,508
+1,735
| +4% | +$100K | 0.09% | 234 |
|
|
2025
Q3 | $2.54M | Buy |
41,773
+9,665
| +30% | +$563K | 0.1% | 226 |
|
|
2025
Q2 | $1.85M | Buy |
32,108
+783
| +2% | +$44.3K | 0.08% | 285 |
|
|
2025
Q1 | $1.82M | Sell |
31,325
-5,928
| -16% | -$328K | 0.08% | 257 |
|
|
2024
Q4 | $1.99M | Buy |
37,253
+16,555
| +80% | +$964K | 0.1% | 215 |
|
|
2024
Q3 | $1.31M | Buy |
20,698
+141
| +0.7% | +$8.39K | 0.06% | 305 |
|
|
2024
Q2 | $1.09M | Sell |
20,557
-86
| -0.4% | -$4.59K | 0.05% | 321 |
|
|
2024
Q1 | $1.12M | Sell |
20,643
-587
| -3% | -$31.8K | 0.05% | 325 |
|
|
2023
Q4 | $1.22M | Buy |
21,230
+3,681
| +21% | +$193K | 0.07% | 295 |
|
|
2023
Q3 | $881K | Buy |
17,549
+2,456
| +16% | +$141K | 0.06% | 321 |
|
|
2023
Q2 | $906K | Buy |
15,093
+4,498
| +42% | +$275K | 0.05% | 371 |
|
|
2023
Q1 | $671K | Sell |
10,595
-494
| -4% | -$32K | 0.05% | 381 |
|
|
2022
Q4 | $706K | Sell |
11,089
-1,127
| -9% | -$70K | 0.05% | 374 |
|
|
2022
Q3 | $714K | Sell |
12,216
-139
| -1% | -$9.58K | 0.07% | 271 |
|
|
2022
Q2 | $846K | Buy |
+12,355
| New | +$849K | 0.08% | 180 |
|
|
2021
Q2 | – | Sell |
-2,602
| Closed | -$170K | – | 2009 |
|
|
2021
Q1 | $170K | Sell |
2,602
-208
| -7% | -$12.3K | 0.01% | 1139 |
|
|
2020
Q4 | $169K | Buy |
2,810
+82
| +3% | +$4.85K | 0.01% | 915 |
|
|
2020
Q3 | $161K | Buy |
2,728
+142
| +5% | +$8.4K | 0.01% | 809 |
|
|
2020
Q2 | $149K | Sell |
2,586
-177
| -6% | -$9.43K | 0.01% | 834 |
|
|
2020
Q1 | $133K | Buy |
2,763
+247
| +10% | +$17.2K | 0.01% | 765 |
|
|
2019
Q4 | $180K | Buy |
2,516
+516
| +26% | +$38.4K | 0.01% | 747 |
|
|
2019
Q3 | $149K | Buy |
+2,000
| New | +$140K | 0.01% | 722 |
|
|
2017
Q3 | – | Sell |
-4,119
| Closed | -$229K | – | 279 |
|
|
2017
Q2 | $229K | Sell |
4,119
-2,848
| -41% | -$158K | 0.07% | 221 |
|
|
2017
Q1 | $369K | Buy |
6,967
+249
| +4% | +$14.4K | 0.11% | 164 |
|
|
2016
Q4 | $393K | Buy |
+6,718
| New | +$377K | 0.13% | 134 |
|
Other funds holding O
Sowell Financial Services's O Position: Q2 2026 in Review
Sowell Financial Services increased its Realty Income (O) stake by 53% in Q2 2026, buying an estimated $1.48M and bringing the position to 68,290 shares worth $4.23M. The position accounts for 0.14% of the portfolio, ranked #160.
Sowell Financial Services first reported a position in O in Q4 2016 and has held it in 27 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Sowell Financial Services held 68,290 shares of Realty Income worth $4.23M as of Q2 2026.
- Sowell Financial Services bought 23,727 Realty Income shares in Q2 2026, an estimated $1.48M.
- Realty Income made up 0.14% of Sowell Financial Services's portfolio in Q2 2026, its #160 holding.
- Sowell Financial Services first reported a position in Realty Income in Q4 2016 and has held it in 27 quarters since.
- 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.