SS&H Financial Advisors’s Realty Income O Stock Holding History

SS&H 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
2025 Q4	$307K	Sell	5,449 -300	-5%	-$17.4K	0.09%	111
2025 Q3	$349K	Sell	5,749 -11	-0.2%	-$641	0.11%	104
2025 Q2	$332K	Sell	5,760 -118	-2%	-$6.67K	0.11%	103
2025 Q1	$341K	Buy	5,878 +11	+0.2%	+$609	0.13%	106
2024 Q4	$314K	Buy	5,867 +817	+16%	+$47.6K	0.11%	107
2024 Q3	$320K	Hold	5,050	–	–	0.12%	111
2024 Q2	$267K	Hold	5,050	–	–	0.1%	115
2024 Q1	$273K	Hold	5,050	–	–	0.11%	109
2023 Q4	$290K	Hold	5,050	–	–	0.12%	108
2023 Q3	$252K	Buy	+5,050	New	+$290K	0.12%	110
2023 Q1	$393K	Sell	6,200 -1,000	-14%	-$64.8K	0.18%	100
2022 Q4	$457K	Hold	7,200	–	–	0.22%	89
2022 Q3	$419K	Hold	7,200	–	–	0.22%	89
2022 Q2	$491K	Sell	7,200 -1,000	-12%	-$68.7K	0.23%	85
2022 Q1	$568K	Buy	+8,200	New	+$557K	0.22%	91

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SS&H Financial Advisors's O Position: Q4 2025 in Review

SS&H Financial Advisors reduced its Realty Income (O) stake by 5.2% in Q4 2025, selling an estimated $17.4K and leaving 5,449 shares worth $307K. The position accounts for 0.09% of the portfolio, ranked #111.

SS&H Financial Advisors first reported a position in O in Q1 2022 and has held it in 15 quarters since. The position peaked at $568K in Q1 2022. 1,364 funds tracked by Wall St. Rank hold O as of Q4 2025.

SS&H Financial Advisors held 5,449 shares of Realty Income worth $307K as of Q4 2025.
SS&H Financial Advisors sold 300 Realty Income shares in Q4 2025, an estimated $17.4K.
Realty Income made up 0.09% of SS&H Financial Advisors's portfolio in Q4 2025, its #111 holding.
SS&H Financial Advisors first reported a position in Realty Income in Q1 2022 and has held it in 15 quarters since.
SS&H Financial Advisors's Realty Income position peaked at $568K in Q1 2022.
1,364 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.