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Transamerica Financial Advisors’s Realty Income O Stock Holding History

Transamerica 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 		$31.2K Sell
501
-45
-8% -$2.81K ﹤0.01% 785
2026
Q1 		$33.6K Buy
546
+135
+33% +$8.45K ﹤0.01% 712
2025
Q4 		$23.3K Buy
411
+28
+7% +$1.62K ﹤0.01% 683
2025
Q3 		$23.3K Buy
+383
New +$22.3K ﹤0.01% 571
2020
Q3 		– Sell
-54
Closed -$4K – 388
2020
Q2 		$4K Buy
+54
New +$2.88K ﹤0.01% 296
2019
Q3 		– Sell
-90
Closed -$7K – 392
2019
Q2 		$7K Buy
+90
New +$6.15K ﹤0.01% 319
2019
Q1 		– Sell
-90
Closed -$6K – 349
2018
Q4 		$6K Buy
+90
New +$5.37K ﹤0.01% 309
2016
Q2 		– Sell
-2,342
Closed -$142K – 603
2016
Q1 		$142K Sell
2,342
-8,169
-78% -$455K 0.01% 301
2015
Q4 		$526K Buy
10,511
+6,597
+169% +$315K 0.04% 227
2015
Q3 		$180K Buy
3,914
+2,082
+114% +$94K 0.01% 289
2015
Q2 		$79K Sell
1,832
-101
-5% -$4.62K 0.01% 403
2015
Q1 		$97K Buy
1,933
+33
+2% +$1.65K 0.01% 370
2014
Q4 		$88K Buy
1,900
+17
+0.9% +$753 0.01% 329
2014
Q3 		$75K Buy
1,883
+12
+0.6% +$512 0.01% 317
2014
Q2 		$81K Buy
1,871
+773
+70% +$32.3K 0.01% 337
2014
Q1 		$44K Buy
1,098
+218
+25% +$8.65K ﹤0.01% 357
2013
Q4 		$32K Sell
880
-1,055
-55% -$40.5K ﹤0.01% 372
2013
Q3 		$75K Buy
1,935
+123
+7% +$4.99K 0.01% 283
2013
Q2 		$74K Buy
+1,812
New +$83.7K 0.01% 250

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Transamerica Financial Advisors's O Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Realty Income (O) stake by 8.2% in Q2 2026, selling an estimated $2.81K and leaving 501 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Transamerica Financial Advisors first reported a position in O in Q2 2013 and has held it in 19 quarters since. The position peaked at $526K in Q4 2015. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Transamerica Financial Advisors held 501 shares of Realty Income worth $31.2K as of Q2 2026.
  • Transamerica Financial Advisors sold 45 Realty Income shares in Q2 2026, an estimated $2.81K.
  • Realty Income made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #785 holding.
  • Transamerica Financial Advisors first reported a position in Realty Income in Q2 2013 and has held it in 19 quarters since.
  • Transamerica Financial Advisors's Realty Income position peaked at $526K in Q4 2015.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.