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
2026 Q2	$338K	Buy	+5,449	New	+$340K	0.09%	107
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

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

SS&H Financial Advisors's O Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Realty Income (O) in Q2 2026: 5,449 shares worth $338K. The stake represents 0.09% of the portfolio and ranks #107 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in O as recently as Q4 2025.

SS&H Financial Advisors first reported a position in O in Q1 2022 and has held it in 16 quarters since. The position peaked at $568K in Q1 2022. 1,461 funds tracked by Wall St. Rank hold O as of Q2 2026.

SS&H Financial Advisors held 5,449 shares of Realty Income worth $338K as of Q2 2026.
Realty Income was a new SS&H Financial Advisors position in Q2 2026.
Realty Income made up 0.09% of SS&H Financial Advisors's portfolio in Q2 2026, its #107 holding.
SS&H Financial Advisors first reported a position in Realty Income in Q1 2022 and has held it in 16 quarters since.
SS&H Financial Advisors's Realty Income position peaked at $568K in Q1 2022.
1,461 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.