Tectonic Advisors’s Realty Income O Stock Holding History

Tectonic 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	$13.7M	Buy	220,758 +13,587	+7%	+$847K	0.66%	46
2026 Q1	$12.7M	Buy	207,171 +11,250	+6%	+$704K	0.67%	45
2025 Q4	$11M	Buy	195,921 +14,727	+8%	+$853K	0.58%	51
2025 Q3	$11M	Buy	181,194 +20,249	+13%	+$1.18M	0.6%	48
2025 Q2	$9.27M	Buy	160,945 +19,567	+14%	+$1.11M	0.54%	49
2025 Q1	$8.2M	Buy	141,378 +13,068	+10%	+$723K	0.51%	48
2024 Q4	$6.85M	Buy	128,310 +19,219	+18%	+$1.12M	0.45%	56
2024 Q3	$6.92M	Buy	109,091 +15,435	+16%	+$919K	0.45%	56
2024 Q2	$4.95M	Buy	93,656 +14,592	+18%	+$779K	0.36%	65
2024 Q1	$4.28M	Buy	79,064 +9,230	+13%	+$500K	0.33%	69
2023 Q4	$4.01M	Buy	69,834 +7,849	+13%	+$412K	0.34%	65
2023 Q3	$3.1M	Buy	61,985 +11,949	+24%	+$687K	0.29%	73
2023 Q2	$2.99M	Buy	50,036 +6,812	+16%	+$416K	0.37%	69
2023 Q1	$2.74M	Buy	43,224 +9,068	+27%	+$588K	0.37%	68
2022 Q4	$2.17M	Buy	34,156 +8,341	+32%	+$518K	0.34%	74
2022 Q3	$1.5M	Buy	25,815 +5,537	+27%	+$382K	0.28%	77
2022 Q2	$1.38M	Buy	20,278 +4,553	+29%	+$313K	0.25%	75
2022 Q1	$1.09M	Buy	15,725 +2,923	+23%	+$199K	0.19%	82
2021 Q4	$916K	Buy	12,802 +4,751	+59%	+$327K	0.16%	88
2021 Q3	$506K	Buy	8,051 +3,345	+71%	+$226K	0.1%	112
2021 Q2	$304K	Buy	4,706 +796	+20%	+$52.3K	0.06%	144
2021 Q1	$241K	Buy	+3,910	New	+$232K	0.06%	150

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

Tectonic Advisors's O Position: Q2 2026 in Review

Tectonic Advisors increased its Realty Income (O) stake by 6.6% in Q2 2026, buying an estimated $847K and bringing the position to 220,758 shares worth $13.7M. The position accounts for 0.66% of the portfolio, ranked #46.

Tectonic Advisors first reported a position in O in Q1 2021 and has held it in 22 quarters since. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

Tectonic Advisors held 220,758 shares of Realty Income worth $13.7M as of Q2 2026.
Tectonic Advisors bought 13,587 Realty Income shares in Q2 2026, an estimated $847K.
Realty Income made up 0.66% of Tectonic Advisors's portfolio in Q2 2026, its #46 holding.
Tectonic Advisors first reported a position in Realty Income in Q1 2021 and has held it in 22 quarters since.
1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.