SRH Advisors’s Realty Income O Stock Holding History

SRH 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	$341K	Buy	5,504 +2,004	+57%	+$125K	0.09%	42
2026 Q1	$214K	Hold	3,500	–	–	0.06%	60
2025 Q4	$197K	Buy	3,500 +400	+13%	+$23.2K	0.06%	61
2025 Q3	$188K	Hold	3,100	–	–	0.06%	63
2025 Q2	$179K	Hold	3,100	–	–	0.05%	62
2025 Q1	$180K	Hold	3,100	–	–	0.06%	60
2024 Q4	$166K	Hold	3,100	–	–	0.05%	63
2024 Q3	$197K	Hold	3,100	–	–	0.06%	61
2024 Q2	$164K	Hold	3,100	–	–	0.05%	64
2024 Q1	$168K	Hold	3,100	–	–	0.05%	68
2023 Q4	$178K	Buy	3,100 +600	+24%	+$31.5K	0.06%	62
2023 Q3	$125K	Buy	2,500 +500	+25%	+$28.8K	0.06%	77
2023 Q2	$127K	Hold	2,000	–	–	0.07%	75
2023 Q1	$127K	Hold	2,000	–	–	0.07%	75
2022 Q4	$127K	Hold	2,000	–	–	0.07%	75
2022 Q3	$116K	Hold	2,000	–	–	0.15%	77
2022 Q2	$137K	Buy	2,000 +1,000	+100%	+$68.7K	0.17%	67
2022 Q1	$69K	Hold	1,000	–	–	0.08%	110
2021 Q4	$72K	Sell	1,000 -32	-3%	-$2.2K	0.08%	110
2021 Q3	$65K	Hold	1,032	–	–	0.08%	111
2021 Q2	$67K	Hold	1,032	–	–	0.08%	108
2021 Q1	$64K	Hold	1,032	–	–	0.09%	100
2020 Q4	$62K	Hold	1,032	–	–	0.1%	93
2020 Q3	$61K	Hold	1,032	–	–	0.12%	92
2020 Q2	$60K	Hold	1,032	–	–	0.15%	76
2020 Q1	$50K	Hold	1,032	–	–	0.14%	77
2019 Q4	$74K	Hold	1,032	–	–	0.24%	66
2019 Q3	$77K	Hold	1,032	–	–	0.26%	65
2019 Q2	$69K	Hold	1,032	–	–	0.24%	69
2019 Q1	$74K	Hold	1,032	–	–	0.26%	67
2018 Q4	$63K	Hold	1,032	–	–	0.24%	70
2018 Q3	$57K	Hold	1,032	–	–	0.2%	82
2018 Q2	$54K	Hold	1,032	–	–	0.2%	79
2018 Q1	$52K	Hold	1,032	–	–	0.21%	76
2017 Q4	$57K	Hold	1,032	–	–	0.23%	72
2017 Q3	$57K	Hold	1,032	–	–	0.24%	70
2017 Q2	$55K	Hold	1,032	–	–	0.26%	61
2017 Q1	$60K	Hold	1,032	–	–	0.28%	57
2016 Q4	$57K	Hold	1,032	–	–	0.28%	60
2016 Q3	$67K	Hold	1,032	–	–	0.35%	51
2016 Q2	$69K	Hold	1,032	–	–	0.37%	50
2016 Q1	$63K	Hold	1,032	–	–	0.35%	49
2015 Q4	$52K	Buy	+1,032	New	+$49.3K	0.31%	53

Other funds holding O

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

SRH Advisors's O Position: Q2 2026 in Review

SRH Advisors increased its Realty Income (O) stake by 57% in Q2 2026, buying an estimated $125K and bringing the position to 5,504 shares worth $341K. The position accounts for 0.09% of the portfolio, ranked #42.

SRH Advisors first reported a position in O in Q4 2015 and has held it in 43 quarters since. 587 funds tracked by Wall St. Rank hold O as of Q2 2026.

SRH Advisors held 5,504 shares of Realty Income worth $341K as of Q2 2026.
SRH Advisors bought 2,004 Realty Income shares in Q2 2026, an estimated $125K.
Realty Income made up 0.09% of SRH Advisors's portfolio in Q2 2026, its #42 holding.
SRH Advisors first reported a position in Realty Income in Q4 2015 and has held it in 43 quarters since.
587 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.