UAS
O icon

United Asset Strategies’s Realty Income O Stock Holding History

United Asset Strategies’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 		$808K Sell
13,045
-129,952
-91% -$8.1M 0.06% 170
2026
Q1 		$8.75M Buy
142,997
+5,993
+4% +$375K 0.7% 45
2025
Q4 		$7.72M Buy
137,004
+3,381
+3% +$196K 0.6% 47
2025
Q3 		$8.12M Buy
133,623
+5,829
+5% +$340K 0.65% 47
2025
Q2 		$7.36M Buy
127,794
+4,568
+4% +$258K 0.63% 51
2025
Q1 		$7.15M Buy
123,226
+10,213
+9% +$565K 0.66% 51
2024
Q4 		$6.04M Buy
113,013
+4,685
+4% +$273K 0.55% 50
2024
Q3 		$6.87M Buy
108,328
+4,466
+4% +$266K 0.64% 49
2024
Q2 		$5.49M Buy
103,862
+10,016
+11% +$535K 0.54% 53
2024
Q1 		$5.08M Buy
93,846
+11,417
+14% +$618K 0.51% 55
2023
Q4 		$4.73M Buy
82,429
+8,784
+12% +$461K 0.53% 54
2023
Q3 		$3.68M Buy
73,645
+65,236
+776% +$3.75M 0.48% 55
2023
Q2 		$503K Buy
8,409
+295
+4% +$18K 0.06% 174
2023
Q1 		$514K Sell
8,114
-1,782
-18% -$115K 0.07% 171
2022
Q4 		$628K Buy
9,896
+607
+7% +$37.7K 0.09% 163
2022
Q3 		$541K Buy
+9,289
New +$640K 0.08% 149

Other funds holding O

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

United Asset Strategies's O Position: Q2 2026 in Review

United Asset Strategies reduced its Realty Income (O) stake by 91% in Q2 2026, selling an estimated $8.1M and leaving 13,045 shares worth $808K. The position accounts for 0.06% of the portfolio, ranked #170.

United Asset Strategies first reported a position in O in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.75M in Q1 2026. 419 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • United Asset Strategies held 13,045 shares of Realty Income worth $808K as of Q2 2026.
  • United Asset Strategies sold 129,952 Realty Income shares in Q2 2026, an estimated $8.1M.
  • Realty Income made up 0.06% of United Asset Strategies's portfolio in Q2 2026, its #170 holding.
  • United Asset Strategies first reported a position in Realty Income in Q3 2022 and has held it in 16 quarters since.
  • United Asset Strategies's Realty Income position peaked at $8.75M in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.