SWA
O icon

Stratos Wealth Advisors’s Realty Income O Stock Holding History

Stratos Wealth 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
Q1 		$341K Buy
5,576
+40
+0.7% +$2.5K 0.02% 459
2025
Q4 		$312K Sell
5,536
-357
-6% -$20.7K 0.02% 520
2025
Q3 		$358K Sell
5,893
-352
-6% -$20.5K 0.02% 515
2025
Q2 		$360K Sell
6,245
-334
-5% -$18.9K 0.02% 506
2025
Q1 		$382K Sell
6,579
-172
-3% -$9.52K 0.02% 497
2024
Q4 		$361K Sell
6,751
-129
-2% -$7.51K 0.02% 549
2024
Q3 		$436K Sell
6,880
-6
-0.1% -$357 0.02% 524
2024
Q2 		$364K Buy
6,886
+510
+8% +$27.2K 0.02% 541
2024
Q1 		$345K Buy
+6,376
New +$345K 0.02% 532
2023
Q2 		– Sell
-3,201
Closed -$203K – 649
2023
Q1 		$203K Sell
3,201
-4,274
-57% -$277K 0.02% 576
2022
Q4 		$474K Sell
7,475
-378
-5% -$23.5K 0.04% 409
2022
Q3 		$457K Sell
7,853
-1,905
-20% -$131K 0.05% 365
2022
Q2 		$666K Sell
9,758
-2,092
-18% -$144K 0.06% 318
2022
Q1 		$821K Sell
11,850
-503
-4% -$34.2K 0.07% 303
2021
Q4 		$884K Sell
12,353
-121
-1% -$8.32K 0.06% 305
2021
Q3 		$784K Sell
12,474
-1,280
-9% -$86.4K 0.07% 291
2021
Q2 		$890K Sell
13,754
-4,243
-24% -$279K 0.08% 256
2021
Q1 		$1.11M Sell
17,997
-14,720
-45% -$872K 0.12% 198
2020
Q4 		$1.97M Buy
32,717
+592
+2% +$35K 0.27% 88
2020
Q3 		$1.89M Buy
32,125
+582
+2% +$34.4K 0.46% 55
2020
Q2 		$1.82M Buy
+31,543
New +$1.68M 0.56% 51

Other funds holding O

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stratos Wealth Advisors's O Position: Q1 2026 in Review

Stratos Wealth Advisors increased its Realty Income (O) stake by 0.72% in Q1 2026, buying an estimated $2.5K and bringing the position to 5,576 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #459.

Stratos Wealth Advisors first reported a position in O in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.97M in Q4 2020. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Stratos Wealth Advisors held 5,576 shares of Realty Income worth $341K as of Q1 2026.
  • Stratos Wealth Advisors bought 40 Realty Income shares in Q1 2026, an estimated $2.5K.
  • Realty Income made up 0.02% of Stratos Wealth Advisors's portfolio in Q1 2026, its #459 holding.
  • Stratos Wealth Advisors first reported a position in Realty Income in Q2 2020 and has held it in 21 quarters since.
  • Stratos Wealth Advisors's Realty Income position peaked at $1.97M in Q4 2020.
  • 1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.