Steward Partners Investment Advisory’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 | $15.4M | Buy |
247,873
+8,764
| +4% | +$546K | 0.08% | 247 |
|
|
2026
Q1 | $14.6M | Buy |
239,109
+20,708
| +9% | +$1.3M | 0.07% | 244 |
|
|
2025
Q4 | $12.3M | Buy |
218,401
+8,281
| +4% | +$479K | 0.07% | 257 |
|
|
2025
Q3 | $12.8M | Sell |
210,120
-49,544
| -19% | -$2.89M | 0.07% | 233 |
|
|
2025
Q2 | $15M | Buy |
259,664
+15,730
| +6% | +$889K | 0.12% | 176 |
|
|
2025
Q1 | $14.2M | Buy |
243,934
+30,552
| +14% | +$1.69M | 0.13% | 159 |
|
|
2024
Q4 | $11.4M | Buy |
213,382
+161,922
| +315% | +$9.43M | 0.1% | 198 |
|
|
2024
Q3 | $3.26M | Buy |
51,460
+12,241
| +31% | +$728K | 0.03% | 487 |
|
|
2024
Q2 | $2.07M | Sell |
39,219
-1,026
| -3% | -$54.8K | 0.02% | 571 |
|
|
2024
Q1 | $2.18M | Sell |
40,245
-1,758
| -4% | -$95.2K | 0.02% | 560 |
|
|
2023
Q4 | $2.41M | Sell |
42,003
-628
| -1% | -$33K | 0.03% | 454 |
|
|
2023
Q3 | $2.13M | Buy |
42,631
+3,091
| +8% | +$178K | 0.03% | 458 |
|
|
2023
Q2 | $2.36M | Sell |
39,540
-622
| -2% | -$38K | 0.04% | 434 |
|
|
2023
Q1 | $2.54M | Sell |
40,162
-7,708
| -16% | -$499K | 0.04% | 403 |
|
|
2022
Q4 | $3.04M | Sell |
47,870
-2,624
| -5% | -$163K | 0.05% | 349 |
|
|
2022
Q3 | $2.94M | Buy |
50,494
+907
| +2% | +$62.5K | 0.05% | 335 |
|
|
2022
Q2 | $3.38M | Buy |
49,587
+1,456
| +3% | +$100K | 0.06% | 307 |
|
|
2022
Q1 | $3.34M | Sell |
48,131
-13,106
| -21% | -$891K | 0.05% | 348 |
|
|
2021
Q4 | $4.38M | Sell |
61,237
-311
| -0.5% | -$21.4K | 0.07% | 295 |
|
|
2021
Q3 | $3.87M | Buy |
61,548
+9,558
| +18% | +$645K | 0.07% | 297 |
|
|
2021
Q2 | $3.36M | Buy |
51,990
+1,737
| +3% | +$114K | 0.06% | 325 |
|
|
2021
Q1 | $3.09M | Buy |
50,253
+17,026
| +51% | +$1.01M | 0.05% | 334 |
|
|
2020
Q4 | $2M | Sell |
33,227
-2,415
| -7% | -$143K | 0.04% | 369 |
|
|
2020
Q3 | $2.1M | Buy |
35,642
+226
| +0.6% | +$13.4K | 0.05% | 312 |
|
|
2020
Q2 | $2.04M | Sell |
35,416
-1,017
| -3% | -$54.2K | 0.06% | 302 |
|
|
2020
Q1 | $1.76M | Buy |
36,433
+2,844
| +8% | +$198K | 0.06% | 279 |
|
|
2019
Q4 | $2.4M | Buy |
33,589
+1,067
| +3% | +$79.5K | 0.07% | 277 |
|
|
2019
Q3 | $2.42M | Sell |
32,522
-9
| -0% | -$631 | 0.08% | 248 |
|
|
2019
Q2 | $2.17M | Buy |
32,531
+14,050
| +76% | +$960K | 0.08% | 247 |
|
|
2019
Q1 | $1.32M | Buy |
18,481
+2,764
| +18% | +$183K | 0.06% | 311 |
|
|
2018
Q4 | $960K | Buy |
15,717
+2,982
| +23% | +$178K | 0.05% | 339 |
|
|
2018
Q3 | $702K | Sell |
12,735
-527
| -4% | -$29K | 0.03% | 431 |
|
|
2018
Q2 | $691K | Buy |
13,262
+738
| +6% | +$37.4K | 0.04% | 389 |
|
|
2018
Q1 | $627K | Buy |
+12,524
| New | +$624K | 0.04% | 372 |
|
Other funds holding O
Steward Partners Investment Advisory's O Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Realty Income (O) stake by 3.7% in Q2 2026, buying an estimated $546K and bringing the position to 247,873 shares worth $15.4M. The position accounts for 0.08% of the portfolio, ranked #247.
Steward Partners Investment Advisory first reported a position in O in Q1 2018 and has held it in 34 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Steward Partners Investment Advisory held 247,873 shares of Realty Income worth $15.4M as of Q2 2026.
- Steward Partners Investment Advisory bought 8,764 Realty Income shares in Q2 2026, an estimated $546K.
- Realty Income made up 0.08% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #247 holding.
- Steward Partners Investment Advisory first reported a position in Realty Income in Q1 2018 and has held it in 34 quarters since.
- 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.