Teamwork Financial Advisors
O icon

Teamwork Financial Advisors’s Realty Income O Stock Holding History

Teamwork 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
Q3 		$709K Sell
13,051
-2,806
-18% -$173K 0.08% 93
2026
Q2 		$983K Buy
15,857
+1,263
+9% +$78.7K 0.09% 106
2026
Q1 		$893K Buy
14,594
+889
+6% +$55.6K 0.09% 105
2025
Q4 		$773K Sell
13,705
-2,168
-14% -$126K 0.08% 116
2025
Q3 		$965K Sell
15,873
-1,117
-7% -$65.1K 0.1% 105
2025
Q2 		$979K Sell
16,990
-414
-2% -$23.4K 0.11% 102
2025
Q1 		$1.01M Sell
17,404
-19,718
-53% -$1.09M 0.13% 87
2024
Q4 		$1.98M Buy
37,122
+15,531
+72% +$904K 0.26% 58
2024
Q3 		$1.37M Buy
+21,591
New +$1.28M 0.19% 65
2024
Q2 		– Sell
-4,155
Closed -$225K – 176
2024
Q1 		$225K Buy
+4,155
New +$225K 0.03% 170
2023
Q4 		– Sell
-6,752
Closed -$337K – 217
2023
Q3 		$337K Buy
6,752
+1,376
+26% +$79.1K 0.06% 154
2023
Q2 		$321K Sell
5,376
-1,024
-16% -$62.5K 0.05% 153
2023
Q1 		$405K Sell
6,400
-1,191
-16% -$77.2K 0.07% 135
2022
Q4 		$482K Buy
7,591
+335
+5% +$20.8K 0.1% 131
2022
Q3 		$422K Sell
7,256
-2,321
-24% -$160K 0.09% 131
2022
Q2 		$654K Buy
9,577
+873
+10% +$60K 0.14% 102
2022
Q1 		$603K Buy
8,704
+1,346
+18% +$91.5K 0.11% 154
2021
Q4 		$527K Sell
7,358
-385
-5% -$26.5K 0.1% 185
2021
Q3 		$487K Buy
7,743
+1,923
+33% +$130K 0.1% 162
2021
Q2 		$376K Buy
5,820
+1,251
+27% +$82.2K 0.08% 180
2021
Q1 		$281K Sell
4,569
-4,339
-49% -$257K 0.07% 196
2020
Q4 		$537K Buy
8,908
+995
+13% +$58.8K 0.13% 118
2020
Q3 		$466K Sell
7,913
-970
-11% -$57.4K 0.14% 123
2020
Q2 		$512K Buy
+8,883
New +$473K 0.18% 109

Other funds holding O

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Teamwork Financial Advisors's O Position: Q3 2026 in Review

Teamwork Financial Advisors reduced its Realty Income (O) stake by 18% in Q3 2026, selling an estimated $173K and leaving 13,051 shares worth $709K. The position accounts for 0.08% of the portfolio, ranked #93.

Teamwork Financial Advisors first reported a position in O in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.98M in Q4 2024. 1,156 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Teamwork Financial Advisors held 13,051 shares of Realty Income worth $709K as of Q3 2026.
  • Teamwork Financial Advisors sold 2,806 Realty Income shares in Q3 2026, an estimated $173K.
  • Realty Income made up 0.08% of Teamwork Financial Advisors's portfolio in Q3 2026, its #93 holding.
  • Teamwork Financial Advisors first reported a position in Realty Income in Q2 2020 and has held it in 24 quarters since.
  • Teamwork Financial Advisors's Realty Income position peaked at $1.98M in Q4 2024.
  • 1,156 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.